WEFIX - Weitz Short Duration Income Instl

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Weitz Short Duration Income Instl

Weitz Funds

1125 South 103 St

Omaha, NE 68124

800-304-9745
Management Information
Thomas D. Carney,Lead Manager since January 30, 1996
Tom joined Weitz Investments in 1995 as a research analyst. In 1996, he was promoted to portfolio manager. Prior to joining the firm, Tom held several positions at Chiles, Heider & Co., Inc. Previously, he was a municipal securities professional with Smith Barney. Tom has a bachelor’s in finance from the University of Nebraska at Omaha.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryShort-Term Bond
Fund FamilyWeitz
Net Assets981.95M
YTD Return0.54%
Yield2.34%
Morningstar Rating★★★★
Inception DateDec 22, 1988

Fund Operations

Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover34.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWEFIXCategory Average
Annual Report Expense Ratio (net)0.48%0.74%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.62%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.47%
Max Deferred Sales LoadN/A1.19%
3 Yr Expense Projection184N/A
5 Yr Expense Projection332N/A
10 Yr Expense Projection761N/A