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

Notes:

  1. Advisor minimums may be lower.