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    Weitz Research (WRESX)

    9.28 Down 0.25(2.62%) Jun 27
    Prev Close:9.53
    YTD Return*:4.05%
    Net Assets*:26.64M
    Yield*:N/A

    * As of 31-May-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    RRC7.09N/A
    AGN6.44N/A
    FOSL5.71N/A
    LBTYK.L5.68N/A
    FOXA4.16N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:26.64M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.90%

    Performance & Risk

    YTD Return:4.05%
    5y Avg Return:8.50%
    Rank in Category (ytd):13
    % Rank in Category (ytd):1.77%
    Beta (3y):0.93
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the fund's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. It is non-diversified. View More
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