The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.

Nasdaq

WBALX

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

WCPNX

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

WEFIX

The fund seeks to achieve its objectives by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities that generate income exempt from Nebraska state income tax and from federal income tax, or in open or closed-end mutual funds which in turn invest in municipal securities, generally.

WNTFX

The fundâs investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

WPOPX

The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies. As part of the fund's strategy, the fund may concentrate its investments in securities of relatively few issuers.

WPVLX

Under normal circumstances, the fund will invest the majority of its assets in common stock of larger companies. The Adviser considers larger companies to be issuers with market capitalizations equal to or greater than the median company in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
WBALX	Weitz Balanced Fund	Diversified Portfolio	Sep 30, 2003	0.85%	-3.90%	5.36%	5.15%	5
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	Jul 31, 2014	0.89%	-0.68%	3.38%	4.49%	58
WEFIX	Weitz Short Duration Income Fund	Short-Term Bond	Dec 23, 1988	0.48%	0.14%	2.80%	4.19%	98
WNTFX	Weitz Nebraska Tax-Free Income Fund	Municipal Bonds	Dec 28, 2006	0.45%	0.67%	1.41%	2.55%	87
WPOPX	Weitz Partners III Opportunity Fund	Long-Short	Dec 29, 2005	1.43%	-9.58%	5.41%	6.22%	2
WPVLX	Weitz Partners Value Fund	Large Cap Blend Equities	Jun 1, 1983	1.09%	-10.30%	6.09%	10.07%	1
WVALX	Weitz Value Fund	Large Cap Blend Equities	May 9, 1986	1.04%	-14.29%	8.16%	25.47%	1

Weitz Mutual Funds List

Risk vs. Return Scatterplot