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Weitz Hickory (WEHIX)

51.84 Up 0.19(0.37%) 18 Jun

Prev Close:51.84
YTD Return*:4.95%
Net Assets*:410.25M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WEHIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FLIR4.8317.85
RWT4.2523.33
SD4.04-14.80
ICON3.775.29
LYV3.6014.93
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:410.25M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.27%
Fund Profile | Holdings

Performance & Risk

YTD Return:4.95%
5y Avg Return:8.85%
Rank in Category (ytd):93
% Rank in Category (ytd):21.73%
Beta (3y):0.98
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

The investment seeks capital appreciation. The fund invests the majority of its assets in the common stock of smaller and medium sized companies with a market capitalization of less than $10 billion at the time of initial purchase. It looks to identify the securities of growing, well-managed businesses which have honest, competent management. The fund tries to buy shares of the company's stock at a significant discount to this "private market value." It may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. The fund is non-diversified. View More
Fund Profile
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