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Weitz Short Duration Income Instl WEFIX

Quantitative rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 11.75  /  0.25 %
  • Total Assets 771.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.480%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.47%
  • Effective Duration 1.54 years

Morningstar’s Analysis WEFIX

Will WEFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong Process Pillar rating isn't sufficient for Weitz Short Duration Income Instl to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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