Our Funds

At Weitz Funds, we build each of our nine value funds from the bottom up. For our Equity Funds, that means we start with a desirable investment opportunity – one that allows us to buy securities at a deep discount – and we build on it until we have a portfolio that provides strong returns for patient investors.

Fund Filter : Find the Weitz Fund that's right for you

Fund Comparison : Select up to three of our funds and compare to the S&P 500.
Only Funds with a 10 year history are available to compare.

Compare Funds
Type
Market Cap Focus
Minimum Investment
Expense Ratios*
Value Fund
Equity
Large-Cap
$2,500
1.18%
Partners Value Fund
Equity
Multi-Cap
$2,500
1.18%
Partners III Opportunity Fund - Institutional Class
Equity
Multi-Cap (with ability to borrow money and sell short)
$25,000
1.43%
Partners III Opportunity Fund - Investor Class
Equity
Multi-Cap (with ability to borrow money and sell short)
$2,500
1.68% (a)
Research Fund
Equity
Multi-Cap
$25,000
0.90% (b)
Hickory Fund
Equity
Small to Mid-Cap
$2,500
1.22%
Balanced Fund
Balanced
Moderate Allocation
$2,500
1.10%
Short-Intermediate Income Fund - Institutional Class
Fixed Income
Short-Intermediate Duration
$25,000
0.61%
Short-Intermediate Income Fund - Investor Class
Fixed Income
Short-Intermediate Duration
$2,500
0.81% (c)
Nebraska Tax-Free Income Fund
Fixed Income
Nebraska Municipal
$2,500
0.73%
Government Money Market Fund
Money Market
n/a
$2,500
0.03% (d)
*For the year ended March 31, 2014.
(a)   Weitz Investment Management, Inc., the  investment adviser, has agreed in writing to limit the total class-specific operating expenses of the Fund’s Investor Class shares to an amount no greater than 0.25% per annum more than the total class-specific operating expenses of the Fund’s Institutional Class shares through July 31, 2014.   
(b)  Weitz Investment Management, Inc., the  investment adviser, has agreed in writing to limit total expenses of the Fund to 0.90% through July 31, 2014.
(c)  Weitz Investment Management, Inc., the  investment adviser, has agreed in writing to limit the total class-specific operating expenses of the Fund’s Investor Class shares to an amount no greater than 0.20% per annum more than the total class-specific operating expenses of the Fund’s Institutional Class shares through July 31, 2014.
(d)  Weitz Investment Management, Inc., the investment adviser, has agreed in writing to limit total expenses of the Fund to 0.20% through July 31, 2014, and voluntarily limited expenses to 0.03% for the year ended March 31, 2014. The voluntary limit may be changed at any time. 
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