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Nasdaq - Delayed Quote USD

Weitz Short Duration Income Instl (WEFIX)

12.03
0.00
(0.00%)
At close: 8:04:04 PM EDT
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  • Previous Close 12.03
  • YTD Return 1.23%
  • Expense Ratio 0.45%
  • Category Short-Term Bond
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.11B
  • Beta (5Y Monthly) 0.23
  • Yield 4.66%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.09
  • Inception Date Dec 23, 1988

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

Weitz

Fund Family

Short-Term Bond

Fund Category

1.11B

Net Assets

1988-12-23

Inception Date

More about Weitz Short Duration Income Instl

Performance Overview: WEFIX

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Trailing returns as of 3/31/2025. Category is Short-Term Bond.

YTD Return

WEFIX
1.23%
Category
0.44%
 

1-Year Return

WEFIX
6.38%
Category
2.65%
 

3-Year Return

WEFIX
3.72%
Category
3.38%
 

5-Year Return

WEFIX
2.69%
Category
2.40%
 

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Holdings: WEFIX

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Sector Weightings

SectorWEFIX
Real Estate   100.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: WEFIX

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Research Reports: WEFIX

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