Weitz Funds - Fund Profiles

Overview

Fund	Ticker	Objective
Value Fund Value Fund Fact Sheet	WVALX	The Value Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz and Brad Hinton.
Partners Value Fund Partners Value Fund Fact Sheet	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 Value Fund has historically been managed with more sensitivity to taxes than Value Fund.
Hickory Fund Hickory Fund Fact Sheet	WEHIX	The Hickory Fund is a non-diversified stock fund seeking capital appreciation. The Fund is managed by Wally Weitz. Hickory Fund will generally hold a more concentrated portfolio and usually owns more small cap companies than Value Fund or Partners Value Fund.
Partners III Opportunity Fund Partners III Opportunity Fund Fact Sheet	WPOPX	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.
Balanced Fund Balanced Fund Fact Sheet	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.
Nebraska Tax-Free Income Fund Nebraska Tax-Free Income Fund Fact Sheet	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.
Short-Intermediate Income Fund Short-Intermediate Income Fund Fact Sheet	WEFIX	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.
Government Money Market Fund Government Money Market Fund Fact Sheet	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.