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Overview

Fund Fact Sheet Ticker Objective
Value Fund WVALX

The Value Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz, Brad Hinton and Dave Perkins.


Partners Value Fund WPVLX

The Partners Value Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz and Brad Hinton.


Partners III Opportunity Fund
     Institutional Class
     Investor Class

WPOPX
WPOIX

The Partners III Opportunity Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz. In addition to investing in stocks and related securities, the Fund usually has short positions and occasionally uses leverage.


Research Fund WRESX

The Research Fund is a non-diversified stock fund seeking capital appreciation. Research Fund is co-managed by the members of the research team of the Fund’s investment adviser, Wallace R. Weitz & Company.


Hickory Fund WEHIX

The Hickory Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz and Drew Weitz. Hickory Fund will generally hold a more concentrated portfolio and usually owns more small cap companies than Value Fund or Partners Value Fund.


Balanced Fund WBALX

The Balanced Fund is a non-diversified stock and bond fund seeking regular current income, capital preservation and long-term capital appreciation. The Fund is managed by Brad Hinton.


Short-Intermediate Income Fund
     Institutional Class
     Investor Class

WEFIX
WSHNX

The Short-Intermediate Income Fund is a short to intermediate-term bond fund. It seeks high current income and preservation of capital by investing in U.S. government and corporate bonds and other fixed-income securities. The Fund is managed by Tom Carney.


Nebraska Tax-Free Income Fund WNTFX

The Nebraska Tax-Free Income Fund seeks to provide a high level of current income that is exempt from both federal and Nebraska personal income taxes. A secondary objective is the preservation of capital. The Fund is managed by Tom Carney.


Government Money Market Fund WGMXX

The Government Money Market Fund seeks current income consistent with the preservation of capital and the maintenance of liquidity. The Fund is managed by Tom Carney.


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