WEFIX Alternatives & Similar Mutual Funds

Weitz Short Duration Income Fund (WEFIX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WEFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WEFIX

WEFIX charges 0.48% annually. There are 49 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	WEFIX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	WEFIX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	WEFIX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	WEFIX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	WEFIX vs TNSHX

Best Risk-Adjusted Alternatives to WEFIX

WEFIX has a PortfoliosLab risk / return rank of 91. There are 13 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	WEFIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	WEFIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	WEFIX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	WEFIX vs DFAIX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	97	—	Sep 2015	WEFIX vs BATAX

Top Performing WEFIX Alternatives (YTD)

WEFIX is at 1.03% YTD. There are 22 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	WEFIX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	4.01%	—	Jul 2005	WEFIX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.10%	—	Nov 2013	WEFIX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	WEFIX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	WEFIX vs DHEIX

Lowest Volatility Alternatives to WEFIX

WEFIX has 1.80% 1-year volatility. There are 32 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.80%	—	Apr 2018	WEFIX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	WEFIX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	WEFIX vs DHEAX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.13%	—	Mar 2009	WEFIX vs DFEQX
DLSNX	DoubleLine Low Duration Bond Fund Class N	1.19%	—	Sep 2011	WEFIX vs DLSNX

Lowest Drawdown Alternatives to WEFIX

WEFIX has a 1-year max drawdown of -0.91%. There are 14 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	WEFIX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	WEFIX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	WEFIX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	WEFIX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	WEFIX vs HOBEX

Other Mutual Funds from Weitz

The 6 most viewed Weitz mutual funds shown here include WCPNX, WVALX, WPVLX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	28	0.59%	—	Jul 2014	WEFIX vs WCPNX
WVALX	Weitz Value Fund	Large Cap Blend Equities	1	-8.15%	—	May 1986	WEFIX vs WVALX
WPVLX	Weitz Partners Value Fund	Large Cap Blend Equities	2	-4.23%	—	Jun 1983	WEFIX vs WPVLX
WBALX	Weitz Balanced Fund	Diversified Portfolio	6	-1.10%	—	Sep 2003	WEFIX vs WBALX
WPOPX	Weitz Partners III Opportunity Fund	Long-Short	2	-4.71%	—	Dec 2005	WEFIX vs WPOPX
WNTFX	Weitz Nebraska Tax-Free Income Fund	Municipal Bonds	—	—	—	Dec 2006	WEFIX vs WNTFX

Often Compared With WEFIX

Investors most often compare WEFIX with FCNVX, FTHRX, PSTQX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	Total Bond Market	99	1.40%	—	Mar 2011	WEFIX vs FCNVX
FTHRX	Fidelity Intermediate Bond Fund	Intermediate Core Bond, Actively Managed	20	-0.24%	—	May 1975	WEFIX vs FTHRX
PSTQX	PGIM Short-Term Corporate Bond Fund - Class R6	Short-Term Bond	53	0.36%	—	Mar 2012	WEFIX vs PSTQX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	22	0.25%	—	Oct 2002	WEFIX vs FTBFX
HICOX	Colorado Bond Shares A Tax Exempt Fund	Municipal Bonds	97	2.68%	—	Jun 1987	WEFIX vs HICOX
IGSB	iShares 1-5 Year Investment Grade Corporate Bond E...	Corporate Bonds	69	0.75%	22.27B	Jan 2007	WEFIX vs IGSB
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	WEFIX vs STBFX
GCOW	Pacer Global Cash Cows Dividend ETF	Large Cap Value Equities, Dividend	60	7.34%	3.28B	Feb 2016	WEFIX vs GCOW
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	95	1.72%	—	Mar 2017	WEFIX vs DLDFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	85	1.56%	—	Nov 2003	WEFIX vs SNSAX
USSBX	USAA Short Term Bond Fund	Short-Term Bond	87	0.89%	—	Jun 1993	WEFIX vs USSBX
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	29	-0.13%	—	Mar 1994	WEFIX vs VBISX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	65	1.62%	—	Jun 1996	WEFIX vs DFCFX
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	86	0.58%	—	Dec 2020	WEFIX vs TSDLX
USTB	VictoryShares Short-Term Bond ETF	Short-Term Bond	94	1.32%	2.20B	Oct 2017	WEFIX vs USTB
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	8.82%	2.30T	May 2001	WEFIX vs VTI
DBLSX	DoubleLine Low Duration Bond Fund	Short-Term Bond	97	1.06%	—	Sep 2011	WEFIX vs DBLSX
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	10	7.34%	—	Mar 1989	WEFIX vs HLGEX
FUTY	Fidelity MSCI Utilities Index ETF	Utilities Equities	28	6.83%	2.35B	Oct 2013	WEFIX vs FUTY
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Government Bonds	22	-0.43%	13.27B	Aug 2010	WEFIX vs SCHR

Compare WEFIX with Any Fund or Stock

Compare WEFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WEFIX with funds that move differently

Weitz Short Duration Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WEFIX.

Explore WEFIX Diversifiers

Weitz Short Duration Income Fund (WEFIX) Alternatives