Home  |  Open New Account  |  Contact Us  
Account Access Login More Options  
User ID: Password:   About Login Security
Morningstar Analysis of Weitz Short-Intermediate Income Fund

If you would like to read Morningstar's December 22, 2009 analysis of Short-Intermediate Income Fund, in which the Fund was given a five-star overall rating, please agree to the access terms below by clicking the "I agree" box.

The Weitz Funds are offered only by our Prospectus. 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. The Prospectus can be obtained by clicking here. Please read the Prospectus carefully before you invest or send money. Remember that there can be no assurance that an investment objective of any mutual fund will be achieved.

The Short-Intermediate Income Fund’s (inception 12/88) average annual total returns for the one, five, and ten-year periods ended June 30, 2010 were +7.6%, +5.3%, and +5.6%, 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. The current annual operating expenses for the Fund, as stated in the most recent Prospectus are 0.71% 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 weitzfunds.com/performance/monthly.asp.

As of June 30, 2010, Weitz Short-Intermediate Income Fund received a 5-Star Overall Morningstar Rating, measuring risk-adjusted returns against 398, 336, and 180 U.S. domiciled Short-Term Bond funds for the 3-, 5- and 10-year periods, respectively. A fund’s overall rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. Weitz Short-Intermediate Income Fund received a 5-star rating for each of the 3-, 5-, and 10- year periods.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

© 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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. Portfolio composition is subject to change at any time and references to specific securities, industries and sectors referenced in this report 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 are available from Weitz Funds, 1125 South 103 Street, Suite 200, Omaha, NE 68124-1071, weitzfunds.com, 800-304-9745, 402-391-1980.


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

    Morningstar report 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.


    Site Map Privacy Policy