Weitz Short-Intermediate Income Fund Institutional Class (WEFIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.34% | -3.66% | 3.32% |
Year-to-Date | -0.42% | -5.21% | 4.78% |
1 Year | 0.60% | 0.00% | 0.60% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
3%
(very low)
POTENTIAL GAIN & LOSS Help
The fund's risk of 3% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.61%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$782
Real cost (fees + lost compounding)
$967
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
45%
Return in excess of styles
(over past year)
-0.07%