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 Funds List

Share Class Type

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Weitz Conservative Allocation-Instl ClWBAIXModerately Conservative Allocation8.59%840.700%AverageInstitutional$1.0 Mil
Weitz Conservative Allocation-Inv ClWBALXModerately Conservative Allocation8.39%880.850%Above AverageNo Load$2,500
Weitz Core Plus Income InstitutionalWCPBXIntermediate Core-Plus Bond—6.02%240.450%Below AverageInstitutional$1.0 Mil
Weitz Core Plus Income InvestorWCPNXIntermediate Core-Plus Bond—5.93%290.650%AverageNo Load$2,500
Weitz Short Duration Income InstlWEFIXShort-Term Bond—5.23%420.450%AverageInstitutional$1.0 Mil
Weitz Short Duration Income InvestorWSHNXShort-Term Bond—5.14%490.650%Above AverageNo Load$2,500
Weitz Nebraska Tax Free IncomeWNTFXMuni Single State Short—1.79%890.460%Above AverageInstitutional$2,500
Weitz Partners III Opportunity InstlWPOPXLong-Short Equity14.70%301.130%Below AverageInstitutional$1.0 Mil
Weitz Large Cap Equity-Institutional ClWVAIXLarge Blend12.98%930.870%Above AverageInstitutional$1.0 Mil
Weitz Large Cap Equity-Investor ClWVALXLarge Blend12.83%941.030%Above AverageNo Load$2,500
Weitz Partners III Opportunity InvestorWPOIXLong-Short Equity14.05%361.860%Above AverageNo Load$2,500
Weitz Ultra Short Government InstlSAFEXUltrashort Bond3.72%960.330%AverageInstitutional$1.0 Mil
Weitz Multi Cap Equity-Institutional ClWPVIXLarge Blend16.17%790.870%Above AverageInstitutional$1.0 Mil
Weitz Multi Cap Equity-Investor ClWPVLXLarge Blend16.04%801.070%HighNo Load$2,500

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

  • 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.

  • Category

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

  • 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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