Morningstar

Weitz

Weitz Parent Rating

Average
Morningstar Manager Research

Weitz is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Weitz is a core advantage over global asset management peers. With 23 years of average tenure across the management group, it is clear they've been put through their paces. Turnover among Weitz's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Weitz Investments

Mutual Funds

View All Weitz Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

5.81 Bil

Investment Flows (TTM)

1.30 Bil

Asset Growth Rate (TTM)

32.53%

# of Share Classes

14
Morningstar Rating # of Share Classes
4
2
2
4
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Weitz Core Plus Income Institutional2
Weitz Conservative Allocation-Instl Cl10
Weitz Core Plus Income Investor3
Weitz Conservative Allocation-Inv Cl13
Weitz Short Duration Income Instl15
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center