Balanced Fund : Performance as of January 31, 2017

 
Annualized
1-Year
Month
Since
Inception
(10/1/03)
10-Year
5-Year
3-Year
Balanced Fund
5.28%
3.80%
6.25%
3.16%
7.79%
1.91%
Blended Index
6.82%
6.04%
9.12%
7.32%
12.20%
1.25%

Performance Data

Growth of $10K

: Blended Index
: Balanced Fund
Since Inception 10-Year 5-Year 3-Year 1-Year
02/07
01/17
10/03
01/17
02/12
01/17
02/14
01/17
02/16
01/17

Summary of Returns

Year
Balanced Fund
Blended Index
Relative Results
2003 (10/01/2003)
3.78%
7.23%
-3.45%
2004
11.84%
7.75%
4.09%
2005
1.73%
3.66%
-1.93%
2006
14.33%
11.00%
3.33%
2007
-5.26%
6.39%
-11.65%
2008
-26.82%
-22.07%
-4.75%
2009
28.77%
18.11%
10.66%
2010
15.66%
11.85%
3.81%
2011
2.27%
3.85%
-1.58%
2012
10.91%
11.15%
-0.24%
2013
15.46%
18.09%
-2.63%
2014
3.79%
9.42%
-5.63%
2015
-1.11%
1.49%
-2.60%
2016
4.07%
8.06%
-3.99%
2017 (01/31/2017)
1.91%
1.25%
0.66%
Since Inception
Balanced Fund
Blended Index
Relative Results
Cumulative Return
98.72%
141.13%
-42.41%
Average Annual Return
5.28%
6.82%
-1.54%
Past performance does not guarantee future results. The returns above 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 1.11% of the Fund’s 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 waivers or reimbursements.
Comparative returns are the average returns for the applicable period of the Blended Index. The Blended Index blends the S&P 500® with the Barclays Intermediate U.S. Government/Credit Index by weighting their total returns at 60% and 40% respectively. The portfolio is rebalanced monthly. 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. Performance data current to the most recent month end may be obtained at www.weitzinvestments.com/funds_and_performance/fund_performance.fs.

Portfolio composition is subject to change at any time. Current and future portfolio holdings are subject to risk. Investors should consider carefully the investment objectives, risks, and charges and expenses of the Fund before investing. The Fund's Prospectus contains this and other information about the Fund and should be read carefully before investing. The Prospectus is available from Weitz Investment Management, Inc., 1125 South 103rd Street, Suite 200, Omaha NE 68124-1071, weitzinvestments.com, 800-304-9745 or 402-391-1980.



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