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Weitz Short Duration Income Fund Investor Class (WSHNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.20+0.01 (+0.08%)
At close: 06:46PM EST
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Weitz Short Duration Income Fund Investor Class

Weitz Funds

1125 South 103 St Suite 200

Omaha, NE 68124

800-304-9745
Management Information
Thomas D. Carney,Lead Manager since January 30, 1996
Director of Fixed Income Research Portfolio Manager Core Plus Income / Core Plus Income Fund (Since July 2014) Nebraska Tax-Free Income Fund (Since January 1996) Short Duration Income / Short Duration Income Fund (Since January 1996) Ultra Short Government Fund (Since January 1996) Investment industry experience since 1982 Tom Carney joined Weitz Investment Management in 1995 as an equity trader. He was promoted to co-portfolio manager in 1996 and to portfolio manager in 1999. 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 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 Assets742.63M
YTD Return-0.08%
Yield1.93%
Morningstar Rating★★★
Inception DateJul 31, 2011

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover45.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWSHNXCategory Average
Annual Report Expense Ratio (net)0.55%0.68%
Prospectus Net Expense Ratio0.55%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection248N/A
5 Yr Expense Projection455N/A
10 Yr Expense Projection1,054N/A
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