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Net Asset Value:
23.021-Day Return:
0.14 (0.61%)YTD Return
as of 11/6/09:
as of 11/6/09:
23.85%WVALX
(Weitz:Value)
Classification: Multi-Cap Core
Objective: Growth & Income
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 23.85 | 22.54 | -11.64 | -3.60 | 1.41 |
| Classification | 25.78 | 26.54 | -5.46 | 0.93 | 1.76 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 57 | 68 | 98 | 98 | 52 |
| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 920.20 |
| Inception Date: | 5/9/86 |
| Manager Name, Tenure | Weitz/Hinton, 1986 / 2006 |
| Expense Ratio: | 1.20% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Berkshire Hathaway Inc | BRKB | 11.54 |
| Wellpoint Inc | WLP | 4.73 |
| Redwood Trust Inc | RWT | 4.69 |
| Dell Inc | DELL | 4.15 |
| Microsoft Corp | MSFT | 4.14 |
| Telephone & Data | TDSS | 4.13 |
| Wells Fargo Advantage Govt Money Market Fund;inst | NA | 3.94 |
| Liberty Global Inc | LBTYK | 3.71 |
| American Express Co | AXP | 3.64 |
| Comcast Corp | CMCSK | 3.52 |
| % of Total Holdings | 48.19 | |
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