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Tom Carney's Morningstar interview

Tom Carney was interviewed by Morningstar regarding his bond investment philosophy in the current financial markets. If you would like to watch the interview, please agree to the access terms below by clicking the "I agree" box.

The Short–Intermediate Income Fund's (inception 12/88) average annual total returns (Institutional Class shares) for the one, five, and ten-year periods ended December 31, 2011 were 2.1%, 5.2%, and 4.5%, respectively. These returns assume redemption at the end of each period and reinvestment of dividends. These performance numbers reflect the deduction of the Fund's annual operating expenses. Annual operating expenses for the Fund, as stated in the most recent Prospectus are 0.65% (Institutional Class shares) and 0.84% (estimated for Investor Class shares) of the Fund's net assets. This information represents past performance and past performance does not guarantee future results. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month-end may be obtained at www.weitzfunds.com/performance/monthly.asp.

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 can be obtained by clicking here. Please read the Prospectus carefully before you invest. There can be no assurance that the investment objective of any mutual fund will be achieved. Portfolio composition is subject to change at any time and references to specific securities, industries and sectors referenced in this video are not recommendations to purchase any particular security. Current and future portfolio holdings are subject to risk. Weitz Securities, Inc. is the distributor of the Weitz Funds. A Prospectus and additional information is available from Weitz Funds, 1125 South 103 Street, Suite 200, Omaha, NE 68124-1071, www.weitzfunds.com, 800-304-9745, 402-391-1980.

Weitz Funds, Wallace R. Weitz & Company and Weitz Securities, Inc. disclaim any liability for information contained on Morningstar's website and are not affiliated with Morningstar.com.

    Morningstar interview access terms

  • I have read or been advised to read the Prospectus and/or I am a shareholder.

  • I am a U.S. Resident.


  • I agree



    Weitz Securities, Inc. is the distributor of the Weitz Funds.


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