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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1151 | 1107 | 1188 | 1515 | 1734 |
Fund Return | 1.23% | 15.12% | 10.71% | 5.92% | 8.67% | 5.66% |
Place in category | 979 | 1000 | 1264 | 1235 | 1148 | 891 |
% in Category | 63 | 65 | 86 | 94 | 97 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 533.59M | 2.58 | 4.13 | 8.83 | ||
Weitz Partners III Opportunity Inst | 400.25M | 4.19 | -1.44 | 4.62 | ||
Weitz Value Institutional | 352.9M | 2.66 | 4.29 | - | ||
Weitz Partners Value Institutional | 324.02M | 3.99 | 1.13 | - | ||
Weitz Balanced | 52.25M | 1.03 | 4.59 | 5.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 6.60 | 407.95 | +0.15% | |
Alphabet C | US02079K1079 | 6.52 | 176.52 | -1.26% | |
CoStar | US22160N1090 | 4.85 | 72.73 | -0.64% | |
Heico A | US4228062083 | 4.75 | 180.15 | +0.38% | |
Meta Platforms | US30303M1027 | 4.59 | 499.49 | -1.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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