Here you can find all mutual funds issued by Weitz and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Weitz
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Weitz Balanced Fund | Diversified Portfolio | Sep 30, 2003 | 0.85% | 7.66% | 5.78% | 2.10% | ||||||||
Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | Jul 31, 2014 | 0.89% | 6.13% | 3.46% | 5.13% | ||||||||
Weitz Short Duration Income Fund | Short-Term Bond | Dec 23, 1988 | 0.48% | 5.31% | 2.37% | 4.63% | ||||||||
Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | Dec 28, 2006 | 0.45% | 1.79% | 1.13% | 2.00% | ||||||||
Weitz Partners III Opportunity Fund | Long-Short | Dec 29, 2005 | 1.43% | 12.89% | 5.49% | 6.15% | ||||||||
Weitz Partners Value Fund | Large Cap Blend Equities | Jun 1, 1983 | 1.09% | 13.88% | 6.26% | 1.58% | ||||||||
Weitz Value Fund | Large Cap Blend Equities | May 9, 1986 | 1.04% | 12.45% | 9.72% | 4.78% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading data...
5 Years