Weitz Research Fund (WRESX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-1.07% 3 years+15.17%
3 months+0.42% 5 years--
1 year+6.83% Since inception+11.91%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+14.82%
Expense ratio1.59%1.34%
Risk 5 year sharpe ratio--0.94
Net assets$23.2M$1.3B
Average market cap$10.6B$8.6B
Average P/E19.223.7
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureDavid Perkins / 3 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock73.56%
International stock16.65%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LBTYK Liberty Global PLC Class C7.05%
ANGI Angie's List Inc6.18%
ADT ADT Corp5.95%
-- Catamaran Corp5.50%
QVCA Liberty Interactive Corp Class A5.09%
XOXO XO Group Inc4.31%
BRKB Berkshire Hathaway Inc Class B4.30%
-- Valeant Pharmaceuticals International Inc4.10%
NCMI National CineMedia Inc3.45%
-- Liberty Media Corporation Class C3.41%

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