• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.32% Nasdaq Down 0.62%

    Weitz Short-Intermediate Inc Instl (WEFIX)

    12.38 0.00(0.00%) Apr 29
    Prev Close:12.38
    YTD Return*:1.34%
    Net Assets*:1.26B

    * As of 31-Mar-16

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


    • No Headlines available for WEFIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Redwood Tr Cv 4.625%2.43N/A
    US Treasury Note 1.375%2.02N/A
    US Treasury Note 1%2.01N/A
    Boston Pptys Ltd Partnership 5.875%1.89N/A
    FNMA 3.5%1.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.26B
    Category:Short-Term Bond
    Annual Report Expense Ratio (net):0.61%

    Performance & Risk

    YTD Return:1.34%
    5y Avg Return:1.97%
    Rank in Category (ytd):25
    % Rank in Category (ytd):4.23%
    Beta (3y):0.34
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities, preferred stock, taxable municipal bonds and securities issued by foreign governments. View More
    Your browser doesn't support canvas
    Submit Feedback