Weitz Research Fund (WRESX)

12.03
Net Asset Value
-0.41%
1 Day
+1.78%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.59%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It identifies the securities of growing, well-managed businesses of any size which have honest, competent management. The fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. It is non-diversified.

Performance

1 month-1.39% 3 years+12.49%
3 months+0.91% 5 years--
1 year+11.88% Since inception+13.57%
Data through --

Peer Comparisonvs. Mid-cap growth

 WRESXCategory
Performance 5-yr return--+14.76%
Expense ratio1.59%1.33%
Risk 5 year sharpe ratio--1.01
Net assets$25.7M$1.3B
Average market cap$10.5B$9.8B
Average P/E21.424.3
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureDavid Perkins / 4 Years
Minimal initial investment$25,000.00
Minimum IRA investment--

Holdings

U.S. stock76.45%
International stock16.88%
Cash6.63%
Fixed income0.05%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LBTYK Liberty Global PLC6.43%
-- 6.11%
ANGI Angie's List Inc5.97%
QVCA Liberty Interactive Corp5.08%
RRC Range Resources Corp4.67%
ADT ADT Corp4.42%
-- 4.33%
XOXO XO Group Inc4.00%
NCMI National CineMedia Inc4.00%
LMCK Liberty Media Corp3.69%

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