Weitz Value Investor (WVALX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.18%|
Performance & Risk
|5y Avg Return:||19.22%|
|Rank in Category (ytd):||78|
|% Rank in Category (ytd):||4.75%|
|Morningstar Risk Rating:||2|
The investment seeks capital appreciation.
The fund invests the majority of its assets in common stock of larger companies. The fund managers consider larger-cap companies to be issuers with a market capitalization equal to or greater than the median capitalization of companies in the Russell 1000 Index at the time of purchase. If there is cash available for investment and no securities that meet the fund's investment criteria, the fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. It is non-diversified. View More