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Weitz Balanced Fund - Investor Class (WBALX)

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16.79-0.10 (-0.59%)
At close: 8:03PM EDT

Weitz Balanced Fund - Investor Class

Weitz Funds

1125 South 103 St Suite 200

Omaha, NE 68124

800-304-9745
Management Information
Bradley P. Hinton,Lead Manager since September 30, 2003
Brad Hinton joined Weitz Investments in 2001 as a research analyst. In 2004, he was promoted to director of research and was appointed co-CIO in 2017. Prior to joining the firm, Brad was a trading associate and debt manager for ConAgra Foods. Previously, he was a fixed income investment manager for Principal Financial Group and a staff analyst for the Federal Reserve Bank of Kansas City. Brad has a bachelor’s in finance from the University of Nebraska-Lincoln and an MBA from Dartmouth.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--30% to 50% Equity
Fund FamilyWeitz
Net Assets213.49M
YTD Return7.57%
Yield0.49%
Morningstar Rating★★★★★
Inception DateSep 30, 2003

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWBALXCategory Average
Annual Report Expense Ratio (net)0.85%0.72%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio1.14%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.83%
Max Deferred Sales LoadN/A1.36%
3 Yr Expense Projection333N/A
5 Yr Expense Projection600N/A
10 Yr Expense Projection1,360N/A