Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Up 1.00% Nasdaq Up 1.29%
Streaming
Ticker Tape: On

Weitz Hickory (WEHIX)

56.33 Up 0.16(0.28%) Apr 15
Get the big picture on all your investments.
Prev Close:56.33
YTD Return*:-1.33%
Net Assets*:519.87M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

» More Headlines for WEHIX

Top Holdings

Symbol% AssetsYTD Return %
ICON3.980.13
TDG3.9615.93
IILG3.52-13.29
LINTA3.341.64
LH3.3311.93

Fund Basics

Morningstar Overall Rating:
Total Assets:519.87M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.26%

Performance & Risk

YTD Return:-1.33%
5y Avg Return:24.03%
Rank in Category (ytd):99
% Rank in Category (ytd):23.63%
Beta (3y):0.89
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation. The fund invests the majority of its assets in the common stock of smaller and medium sized companies with a market capitalization of less than $10 billion at the time of initial purchase. It seeks to identify the securities of growing, well-managed businesses which have honest, competent management. The fund tries to buy shares of the company's stock at a significant discount to this "private market value." It may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. The fund is non-diversified. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback