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Monday November 23, 2009 5:06 AM ET
SmartMoney
Net Asset Value: 
23.21
1-Day Return: 
-0.13 (-0.56%)
YTD Return
as of 11/20/09: 
Up 24.88%
WVALX 
(Weitz:Value)
Classification: Multi-Cap Core     Objective: Growth & Income
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
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.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 24.88 57.70 -11.75 -3.67 1.42
Classification 27.66 55.91 -5.42 1.07 1.51
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)6136989846
Fund Stats
Investment Objective:Growth & Income
Net Assets ($Mil)920.20
Inception Date:5/9/86
Manager Name, TenureWeitz/Hinton, 1986 / 2006
Expense Ratio: 1.20%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 6/30/09)
Company NameSymbol% Net Assets
Berkshire Hathaway Inc NA 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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