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Weitz Value

Note: The following information has not been updated by the vendor since 07/31/03.

Address:1125 South 103rd Street, Suite 600
Omaha, NE 68124-6008
Phone # for sales: 800 232 4161
Fax: 402 391 2125
Website: www.weitzfunds.com
Click link to request additional product information.
E-mail address: we prefer that you call

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Weitz Value
Symbol: WVALX
Portfolio contains these types of investments: 

We identify attractive businesses that Weitz & Co. understands and which have honest, competent management. We estimate the price that an informed, rational buyer would pay for 100% of that business and then we buy securities of that business if they are available at a significant discount to this "business value".
Minimum Investment: 25,000
1-Year Profit Projection: N/A
Brief fund description: 

The Value Fund is a diversified stock fund seeking capital appreciation.%A0 The Fund will be invested primarily in common stocks, preferred stocks and securities convertible into equity such as rights, warrants, preferred stocks and convertible bonds.%A0 The Fund may also at times hold corporate and U.S. Government bonds.

Expenses TOP

Annual expense ratio: 1.12
Tax Efficiency: N/A
Load Type: 
  • None
Load Percentage: N/A

Performance TOP

Performance 3 Months: N/A
Performance Year to Date: 15.9
Performance 12 Months: N/A
Performance 3 Years: N/A
Performance 5 Years: N/A

Additional Comments TOP

Fund Features: 

N/A
Fund Strategy: 

N/A

Fund | Expenses | Performance | Additional Comments

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