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Weitz Funds Hickory Fund (WEHIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund's investment strategy is based on the manager's belief that stock prices fluctuate around the true value of a company. It invests the majority of its assets in the common stock of smaller and medium sized companies. Currently- the fund's manager considers smaller and medium sized companies to be issuers with a market capitalization of less than $10 billion at the time of initial purchase. The fund may invest in securities issued by non-U.S. companies- which securities may be denominated in U.S. dollars or foreign currencies.


1 month+0.96% 3 years+4.16%
3 months-1.62% 5 years+7.71%
1 year+6.15% Since inception+9.76%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+7.71%+12.86%
Expense ratio1.25%1.11%
Risk 5 year sharpe ratio0.791.17
Net assets$261.4M$2.2B
Average market cap$5.2B$8.0B
Average P/E13.522.5
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureWallace Weitz / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock72.57%
International stock5.15%
Fixed income2.88%
Top 5 Sectors
Portfolio weighting
Media 25.38%
Financial service 15.45%
Healthcare 12.12%
Industrial materials 9.27%
Consumer goods 8.80%
Top 10 Holdings
Portfolio weighting
LBRDK Liberty Broadband Corp7.24%
LH Laboratory Corporation of America Holdings4.64%
LICT LICT Corp4.51%
QVCA Liberty Interactive Corp4.48%
LVNTA Liberty Interactive Corp3.85%
CFX Colfax Corp3.84%
RWT Redwood Trust Inc3.74%
ALSN Allison Transmission Holdings Inc3.12%
MUSA Murphy USA Inc3.12%
LBTYK Liberty Global PLC2.96%