Weitz Mutual Funds List
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.
- Number of Funds
- 7
- Avg. Expense Ratio
- 0.89%
- Avg. 1 Year Return
- 1.33%
- Avg. 5 Year Return
- 2.57%
- Median Risk/Return Score
- 4 / 100
Weitz Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Weitz Balanced Fund | Diversified Portfolio | Sep 30, 2003 | 0.85% | -0.66% | 5.48% | 4.98% | 5 | ||||||||
| Weitz Core Plus Income Fund | Intermediate Core-Plus Bond | Jul 31, 2014 | 0.89% | 0.80% | 3.24% | 4.89% | 31 | ||||||||
| Weitz Short Duration Income Fund | Short-Term Bond | Dec 23, 1988 | 0.48% | 1.29% | 2.78% | 4.54% | 92 | ||||||||
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | Dec 28, 2006 | 0.45% | — | — | 2.55% | — | ||||||||
| Weitz Partners III Opportunity Fund | Long-Short | Dec 29, 2005 | 1.43% | -1.78% | 6.17% | 5.73% | 3 | ||||||||
| Weitz Partners Value Fund | Large Cap Blend Equities | Jun 1, 1983 | 1.09% | -4.49% | 6.66% | 9.45% | 1 | ||||||||
| Weitz Value Fund | Large Cap Blend Equities | May 9, 1986 | 1.04% | -5.45% | 9.08% | 23.09% | 2 |
Explore top Weitz Mutual Fund Categories and Asset Classes
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.
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5 Years
Best Weitz Mutual funds by Risk/Return Score
The top Weitz Mutual funds by PortfoliosLab Risk/Return Score are WEFIX (92) and WCPNX (31).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Weitz Short Duration Income Fund | 92 | — | Dec 1988 | |
| Weitz Core Plus Income Fund | 31 | — | Jul 2014 | |
| Weitz Balanced Fund | 5 | — | Sep 2003 | |
| Weitz Partners III Opportunity Fund | 3 | — | Dec 2005 | |
| Weitz Value Fund | 2 | — | May 1986 |
Best-Performing Weitz Mutual funds Over 5 Years
The top Weitz Mutual funds is WVALX (3.40%).
Across the lineup, Weitz Mutual funds show an average 1-year return of 1.33% and an average 5-year return of 2.57%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Weitz Value Fund | 3.40% | — | May 1986 | |
| Weitz Short Duration Income Fund | 3.18% | — | Dec 1988 | |
| Weitz Balanced Fund | 2.69% | — | Sep 2003 | |
| Weitz Partners Value Fund | 2.49% | — | Jun 1983 | |
| Weitz Core Plus Income Fund | 2.01% | — | Jul 2014 |
Lowest-Cost Weitz Mutual funds
The top Weitz Mutual funds is WNTFX (0.45%).
With an average expense ratio of 0.89%, Weitz Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Weitz Nebraska Tax-Free Income Fund | 0.45% | — | Dec 2006 | |
| Weitz Short Duration Income Fund | 0.48% | — | Dec 1988 | |
| Weitz Balanced Fund | 0.85% | — | Sep 2003 | |
| Weitz Core Plus Income Fund | 0.89% | — | Jul 2014 | |
| Weitz Value Fund | 1.04% | — | May 1986 |
Highest-Yield Weitz Mutual funds
The top Weitz Mutual funds is WVALX (23.09%).
Across the lineup, Weitz Mutual funds show an average dividend yield of 7.89%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Weitz Value Fund | 23.09% | — | May 1986 | |
| Weitz Partners Value Fund | 9.45% | — | Jun 1983 | |
| Weitz Partners III Opportunity Fund | 5.73% | — | Dec 2005 | |
| Weitz Balanced Fund | 4.98% | — | Sep 2003 | |
| Weitz Core Plus Income Fund | 4.89% | — | Jul 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
WCPNX vs. PIMIXWCPNX vs. NEFRXWCPNX vs. FTHRXWCPNX vs. CMBSWCPNX vs. FTBFXWVALX vs. VHVE.LWVALX vs. IWQU.LWVALX vs. SPYI.DEWVALX vs. AVUVWVALX vs. DOXGXWPVLX vs. SPYWPVLX vs. DODGXWPVLX vs. RPXIXWPVLX vs. FLCPXWPVLX vs. YFSIXWEFIX vs. FCNVXWEFIX vs. FTHRXWEFIX vs. PSTQXWEFIX vs. FTBFXWEFIX vs. HICOXWBALX vs. USSBXWBALX vs. VWIAXWBALX vs. SPYI.DEWBALX vs. STDAXWBALX vs. FYMIXWPOPX vs. SPYWPOPX vs. RPXIXWPOPX vs. SNOIXWPOPX vs. BPLEXWPOPX vs. LSEIXWNTFX vs. DFABXWNTFX vs. ATOIXWNTFX vs. FSMUXWNTFX vs. NQPWNTFX vs. NMTRX