WEFIX - Weitz Short Duration Income Instl

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Weitz Short Duration Income Instl

Weitz Funds

1125 South 103 St

Omaha, NE 68124

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
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

CategoryShort-Term Bond
Fund FamilyWeitz
Net Assets981.95M
YTD Return0.54%
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