WEFIX - Weitz Short Duration Income Instl

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Weitz Short Duration Income Instl

Weitz Funds1125 South 103 StOmaha, NE 68124
800-304-9745
Management Information
Thomas D. Carney,Lead Manager since January 30, 1996
Mr. Carney has been a fixed income analyst and securities trader for Weitz & Co. since February, 1995. He has been a portfolio manager for the Predecessor Partnership since January, 1996. Mr. Carney was previously a municipal securities analyst with Smith Barney. Mr. Carney has a Chartered Financial Analyst designation.
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 Assets1.21B
YTD Return1.40%
Yield2.09%
Morningstar Rating★★★★★
Inception DateDec 22, 1988

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover38.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWEFIXCategory Average
Annual Report Expense Ratio (net)0.58%0.73%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.62%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.43%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection184N/A
5 Yr Expense Projection332N/A
10 Yr Expense Projection761N/A