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 |
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. |
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Annual expense ratio: 1.12 |
Tax Efficiency: N/A |
Load Type:
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Load Percentage: N/A |
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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 |
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Fund Features: N/A |
Fund Strategy: N/A |
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