| 51.06 Net Asset Value | -1.01% 1 Day | +11.29% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.28% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.65% | 3 years | +17.36% | |
| 3 months | +4.95% | 5 years | +9.22% | |
| 1 year | +26.14% | Since inception | +10.74% |
| WEHIX | Category | |
|---|---|---|
| Performance 5-yr return | +9.22% | +6.81% |
| Expense ratio | 1.28% | 1.26% |
| Risk 5 year sharpe ratio | 0.54 | 0.34 |
| Net assets | $449.1M | $1.5B |
| Average market cap | $3.1B | $6.2B |
| Average P/E | 18.7 | 18.1 |
| Portfolio turnover | 32% | 32% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Weitz |
| Fund manager & tenure | Wallace Weitz / 10 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Media | 25.38% |
| Financial service | 15.45% |
| Healthcare | 12.12% |
| Industrial materials | 9.27% |
| Consumer goods | 8.80% |
| RWT Redwood Trust, Inc. | 3.96% |
| FLIR FLIR Systems, Inc. | 3.91% |
| LYV Live Nation Entertainment, Inc. | 3.87% |
| ICON Iconix Brand Group, Inc. | 3.74% |
| CSTR Coinstar, Inc. | 3.38% |
| OCR Omnicare Inc | 3.35% |
| NCMI National CineMedia, Inc. | 3.29% |
| LH Laboratory Corporation of America Holdings | 3.13% |
| IILG Interval Leisure Group, Inc. | 3.02% |
| LMCA Liberty Media Corporation | 2.97% |
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