Mutual Funds

Weitz Series

Exchange Hours Website
9:30 - 15:59 ET weitzinvestments.com/our_funds/default.fs


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
WEITZ VALUE FUND WVALX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WEFIX Bond USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVLX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ ULTRA-SHORT GOVERNMENT FUND SAFEX Money Market USD 1,000,000 USD 1,000,000 N/A N.A. Yes
WEITZ HICKORY FUND WEHIX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ BALANCED FUND WBALX Balanced USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOPX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ NEBRASKA TAX-FREE INCOME FUND WNTFX Bond USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WSHNX Bond USD 1,000,000 USD 2,500 N/A INVESTOR Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOIX Stock USD 1,000,000 USD 2,500 N/A INVESTOR Yes
WEITZ VALUE FUND WVAIX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVIX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPBX Bond USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPNX Bond USD 1,000,000 USD 2,500 N/A INVESTOR Yes

Notes:

  1. Advisor minimums may be lower.