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Weitz Short-Intermediate Inc Instl (WEFIX)

12.54 Up 0.02(0.16%) Aug 1

Profile as of Jun 29, 2014Get Profile for:
Weitz Short-Intermediate Inc Instl
1125 South 103 St
Map
Phone: 800-304-9745
Fund Overview 
Category:Short-Term Bond
Fund Family:Weitz
Net Assets:1.53B
Year-to-Date Return:1.38%
Yield:1.91%
Morningstar Rating:4 stars
Fund Inception Date:Dec 23, 1988
Morningstar Style Box 
Short-Term Bond
[View Category Definition]
View Top Short-Term Bond Funds
About the Morningstar Style Box
Management Information 
Thomas D. Carney
Lead Manager since Jan 31, 1996
Carney has been a fixed income analyst and securities trader for Weitz & Co. since February, 1995. He has been a portfolio manager for the Predecessor Partnership since January, 1996. Carney was previously a municipal securities analyst with Smith Barney. Carney has a Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:25,000
Min Subsequent Investment:25
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:25
WEFIX can be purchased from 104 brokerages.

Fund Summary 
The investment seeks high current income consistent with the preservation of capital. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities. It may invest up to 15% of its total assets in non-investment grade or unrated securities.

Fund Operations 
Last Dividend (Jun 25, 2014) : 0.06
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 28, 2014) : 36.00%
Average for Category:90.02%
Fees & Expenses 
ExpenseWEFIXCategory Avg
Annual Report Expense Ratio (net):0.61%0.84%
Prospectus Net Expense Ratio:0.63%N/A
Prospectus Gross Expense Ratio:0.63%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A2.65%
Max Deferred Sales Load: N/A1.89%
3 Yr Expense Projection*:202381
5 Yr Expense Projection*:351612
10 Yr Expense Projection*:7861,268
* Per $10,000 invested