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Weitz Research Fund (WRESX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
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 (which the managers call "value investing") is based on the manager's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. It is non-diversified.


1 month-0.20% 3 years+3.03%
3 months+0.10% 5 years+9.36%
1 year+4.17% Since inception+8.51%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.36%+13.89%
Expense ratio1.64%1.26%
Risk 5 year sharpe ratio0.901.02
Net assets$27.6M$1.2B
Average market cap$20.6B$10.2B
Average P/E20.525.5
Portfolio turnover73%73%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureDavid Perkins / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock74.79%
International stock5.79%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AGN Allergan7.81%
LBRDK Liberty Broadband Corp6.32%
AAPL Apple4.91%
LBTYK Liberty Global PLC4.11%
NCMI National CineMedia Inc3.63%
CFX Colfax Corp3.38%
ODFL Old Dominion Freight Line Inc3.37%
QVCA Liberty Interactive Corp3.26%
FOSL Fossil Group Inc3.14%
FOXA Twenty-First Century Fox2.97%