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Weitz Short Duration Income Investor (WSHNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.82+0.01 (+0.08%)
At close: 08:01PM EDT

Weitz Short Duration Income Investor

Omaha, NE 68124

1125 South 103 St Suite 200

Weitz Funds

Management information
Thomas D. Carney,Lead manager since 30 January 1996
Director of Fixed Income Research Portfolio Manager Core Plus Income / Core Plus Income Fund (Since July 2014) Nebraska Tax-Free Income Fund (Since January 1996) Short Duration Income / Short Duration Income Fund (Since January 1996) Ultra Short Government Fund (Since January 1996) Investment industry experience since 1982 Tom Carney joined Weitz Investment Management in 1995 as a research analyst and equity trader. He was promoted to portfolio manager in 1996. Previously, Mr. Carney held several positions at Chiles, Heider & Co., Inc. Mr. Carney has a bachelor’s in finance from the University of Nebraska at Omaha.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryShort-Term Bond
Fund familyWeitz
Net assets871.66M
YTD return0.99%
Yield4.37%
Morningstar rating★★★★
Inception date31 July 2011

Fund operations

Last dividend0.18
Last cap gain-3.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpenseWSHNXCategory average
Annual report expense ratio (net)0.55%0.68%
Prospectus net expense ratio0.55%N/A
Prospectus gross expense ratio0.86%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A