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Morningstar

Weitz Short Duration Income Instl WEFIX

Morningstar Analyst Rating
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

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis WEFIX

Will WEFIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WEFIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WEFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WEFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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