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Weitz Short-Intermediate Income (WEFIX)

On Nov 24: 12.21 USD  Up 0.01 (0.08%)  
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THE WEITZ FUNDS SHORT INTERMED Delayed quote dataEdit
Net Asset Value: 12.21
Trade Time: Nov 24
Change: Up 0.01 (0.08%)
Prev Close: 12.21
YTD Return*: 6.10%
Net Assets*: 118.00M
Yield*: 4.24%
* As of 31-Dec-07
Weitz Short-Intermediate Income (WEFIX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 118.00M
Category: Short-Term Bond
Total Expense Ratio: 0.71%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 6.10%
5y Avg Return: 4.12%
Rank in Category (ytd): 159
% Rank in Category (ytd): 35.81%
Beta (3y): 0.53
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high current income consistent with the preservation of capital. The fund normally invests at least 80% of the value of assets in fixed income securities such as U.S. government and agency securities, corporate debt securities, mortgage-backed securities, preferred stock and taxable municipal bonds. It may invest up to 15% of total assets in securities which are non-investment grade or unrated. The fund normally not invests in fixed income securities which are rated below B by S&P or by Moody's or are currently in default.
Fund Profile


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