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Key statistics Previous close 33.39
Open —
Day range —
52-week range 28.18 34.41
Off day high 0.00%
Off 52-week high −0.46%
Volume —
Avg. volume (3M) 0.00
Net assets 502.86M
Expense ratio 0.86%
Yield 0.20%
YTD return +3.48%
50-day average 31.79
200-day average 31.12
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The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Bloomberg 3000 Index.
Fund family Weitz
Category Large Blend
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