Morningstar

Weitz Mutual Funds

View all of Weitz’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Weitz Mutual Funds List

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Weitz Core Plus Income Fund Institutional ClassWCPBXIntermediate Core-Plus Bond—−1.85%90.450%AverageInstitutional$1M
Weitz Core Plus Income Fund Investor ClassWCPNXIntermediate Core-Plus Bond—−2.00%110.650%Above AverageNo Load$2,500
Weitz Short Duration Income Fund Institutional ClassWEFIXShort-Term Bond—1.42%60.450%AverageInstitutional$1M
Weitz Short Duration Income Fund Investor ClassWSHNXShort-Term Bond—1.26%100.650%Above AverageNo Load$2,500
Weitz Conservative Allocation Fund - Investor ClassWBALXModerately Conservative Allocation
0.89%960.850%Above AverageNo Load$2,500
Weitz Conservative Allocation Fund - Institutional ClassWBAIXModerately Conservative Allocation
0.97%950.700%AverageInstitutional$1M
Weitz Partners III Opportunity Fund Institutional ClassWPOPXLong-Short Equity
2.55%791.120%AverageInstitutional$1M
Weitz Partners III Opportunity Fund Investor ClassWPOIXLong-Short Equity
1.99%801.840%HighNo Load$2,500
Weitz Ultra Short Government Fund Institutional ClassSAFEXUltrashort Bond
2.40%690.330%AverageInstitutional$1M
Weitz Large Cap Equity Fund - Institutional ClassWVAIXLarge Blend
0.18%970.860%HighInstitutional$1M
Weitz Large Cap Equity Fund - Investor ClassWVALXLarge Blend
0.05%971.030%Above AverageNo Load$2,500
Weitz Multi Cap Equity Fund - Investor ClassWPVLXLarge Blend
−2.59%991.060%HighNo Load$2,500
Weitz Multi Cap Equity Fund - Institutional ClassWPVIXLarge Blend
−2.44%990.860%HighInstitutional$1M

Weitz Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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