Weitz Investment Management, Inc. and Weitz Securities, Inc. disclaim any liability for information contained in this video and are not affiliated with TheStreet.
Weitz Short-Intermediate Income-Institutional Class' average annual total returns for the one, five, and ten-year periods ended June 30, 2014, were 2.67%, 3.52% and 4.01%, respectively. Weitz Short-Intermediate Income-Investor Class' average annual total returns for the one, five, and ten-year periods ended June 30, 2014, were 2.41%, 3.38% and 3.94%, respectively. These returns assume redemption at the end of each period and reinvestment of dividends. These performance numbers reflect the deduction of the Fund's annual operating expenses which as stated in its most recent Prospectus are 0.63% for Institutional Class shares and 0.98% (gross) for Investor Class shares. Total returns shown include fee waivers and expense reimbursements, if any; total returns would have been lower had there been no waiver of fees and/or reimbursement of expenses by the investment adviser.
This information represents past performance and past performance does not guarantee future results. The investment return and the principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance may be higher or lower than the performance data quoted above and can be obtained at https://weitzinvestments.com/funds_and_performance/fund_performance.fs.
Investors should consider carefully the investment objectives, risks, and charges and expenses of the Fund before investing. The Fund's Prospectus or Summary Prospectus contains this and other information about the Fund and should be read carefully before investing. Remember that there can be no assurance that an investment objective of any mutual fund will be achieved.
Portfolio composition is subject to change at any time and references to specific securities, industries and sectors referenced in this interview are not recommendations to purchase any particular security. Current and future portfolio holdings are subject to risk. A Prospectus or Summary Prospectus and additional information are available from Weitz Investment Management, Inc., 1125 South 103 Street, Suite 200, Omaha, NE 68124-1071, weitzinvestments.com, 800-304-9745, 402-391-1980.
Weitz Securities, Inc. is the distributor of the Weitz Funds.