… view more details. Fund Name Fidelity Fund Pick No Transaction Fee 1 Morningstar Rating 2 (Overall as of 08/31/11) Weitz Balanced 832 Moderate Allocation funds rated Weitz Hickory 370 Mid-Cap Blend funds rated Weitz Partners III Opportunity 1644 Large …
… own equity push. (Please see the table below.) Weitz Balanced WBALX , for instance, has added incrementally to stock ..... 6 71.8 Fidelity Puritan FPURX 62.4 65.0 Weitz Balanced WBALX 54.8 62.7 Mind the Consensus With many managers …
… Hickory WEHIX and Weitz Partners Value WPVLX. As of August 2006, Brad Hinton is a comanager here; he has managed Weitz Balanced WBALX with strong results since 2003. Weitz owns Wallace Weitz & Co. and is a major shareholder in the firm's funds …
… Hickory WEHIX and Weitz Value WVALX. As of August 2006, he is joined by comanager Brad Hinton; Hinton has managed Weitz Balanced WBALX since 2003 with strong results. Weitz owns Wallace R. Weitz & Co. and is a major shareholder in the firm's …
… portfolio can be wide ranging, but Hinton says the goal is to minimize downside risk. Although it hasn't helped lately, Weitz Balanced 's risk profile has improved. This fund has protected the wrong flank so far in 2011. Managers looking to control risk …
… since 1995 after joining Weitz Funds as an equity trader in 1995. He works closely with Brad Hinton, who manages Weitz Balanced WBALX and comanages two of the firm's equity funds. Carney also relies on the research of the team's equity analysts …
… Hickory WEHIX and Weitz Partners Value WPVLX. As of August 2006, Brad Hinton is a comanager here; he has managed Weitz Balanced WBALX with strong results since 2003. Weitz owns Wallace Weitz & Co. and is a major shareholder in the firm's funds …
… Hickory WEHIX and Weitz Partners Value WPVLX. As of August 2006, Brad Hinton is a comanager here; he has managed Weitz Balanced WBALX with strong results since 2003. Weitz owns Wallace Weitz & Co. and is a major shareholder in the firm's funds …
… bond portfolio can be wide ranging, but Hinton says the goal is to be prudent and minimize downside risk. As expected, Weitz Balanced is on the upswing. After struggling in 2007, this fund has been on a comparative roll. It lost less than most in 2008 …
… Hickory WEHIX and Weitz Value WVALX. As of August 2006, he is joined by comanager Brad Hinton; Hinton has managed Weitz Balanced WBALX since 2003 with strong results. Weitz owns Wallace Weitz & Co. and is a major shareholder in the firm's funds …