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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 972 | 1200 | 1134 | 1794 | - |
Fund Return | 2.66% | -2.82% | 19.98% | 4.29% | 12.39% | - |
Place in category | 1421 | 1452 | 1205 | 1184 | 987 | - |
% in Category | 97 | 99 | 84 | 90 | 81 | - |
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 Partners Value Institutional | 324.02M | 3.99 | 1.13 | - | ||
Weitz Partners Value Investor | 223.96M | 1.23 | 5.92 | 5.66 | ||
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 % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 5.16 | - | - | |
Visa Inc Class A | - | 5.04 | - | - | |
Alphabet Inc Class C | - | 5.02 | - | - | |
Berkshire Hathaway Inc Class B | - | 4.92 | - | - | |
Mastercard Inc Class A | - | 4.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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