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"Our Favorite Equity Funds With Above-Average Fees"

 



Weitz Funds, Weitz Investment Management,Inc. and Weitz Securities, Inc. disclaim any liability for information contained in this article and are not affiliated with Morningstar. 

Weitz Partners Value Fund-Investor Class (WPVLX) average annual total returns for the one, five, and ten-year periods ended March 31, 2015, were 8.99%, 14.68% and 7.56%, respectively.   

The returns assume reinvestment of dividends and redemption at the end of each period, and reflect the deduction of annual operating expenses, which as stated in the most recent Prospectus are 1.22 % (estimated gross) of the Fund’s Investor Class net assets. The returns above also include fee waivers and/or expense reimbursements, if any; total returns would have been lower had there been no such waivers or reimbursements. The Investment Adviser has agreed, in writing, to limit, through July 31, 2015,  the total annual operating expenses of Investor Class shares (excluding taxes, interest, portfolio transaction expenses, acquired fund fees and expenses and extraordinary expenses) to 1.18% of the Investor Class’ average daily net assets.

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 Funds 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 Funds before investing. The Funds' Prospectus or Summary Prospectus contains this and other information about the Funds 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.