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    Weitz Partners Value Investor (WPVLX)

    35.20 Up 0.11(0.31%) May 21
    Prev Close:35.09
    YTD Return*:2.62%
    Net Assets*:1.09B
    Yield*:N/A

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LBTYK.L5.426.00
    BRK.B4.56-2.66
    VRX.TO4.4855.73
    ESRX3.923.22
    LMCK3.4510.19

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.09B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:2.62%
    5y Avg Return:13.51%
    Rank in Category (ytd):21
    % Rank in Category (ytd):1.29%
    Beta (3y):0.79
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It tries to buy shares of the company's stock at a significant discount to this "private market value." The fund invests with a multiple-year time horizon. It may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. View More
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