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    Weitz Partners Value Investor (WPVLX)

    34.88 Up 0.08(0.23%) Dec 19
    Prev Close:34.88
    YTD Return*:8.76%
    Net Assets*:1.09B
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LBTYK.L4.6916.08
    VRX.TO4.6724.69
    BRK.B4.5926.41
    DTV3.9025.88
    ESRX3.8219.76

    Fund Basics

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

    Performance & Risk

    YTD Return:8.76%
    5y Avg Return:17.78%
    Rank in Category (ytd):80
    % Rank in Category (ytd):5.07%
    Beta (3y):0.74
    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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