Weitz

Statistics as of Apr 04, 2025

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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Short-Term Bond
Expense Ratio
0.45%
TTM Yield
4.6%
3yr Sharpe
-0.08
YTD Return
1.9%
3yr Return
13.5%
1yr Return
6.5%
Total Assets
$1B
6M Money Flow
$209M
Large Blend
Expense Ratio
0.87%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
-7.2%
3yr Return
8.4%
1yr Return
1.1%
Total Assets
$520M
6M Money Flow
-$30M
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
5.2%
3yr Sharpe
-0.36
YTD Return
3.6%
3yr Return
7.9%
1yr Return
7.2%
Total Assets
$3B
6M Money Flow
$517M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
2.2%
3yr Sharpe
-0.13
YTD Return
-3.6%
3yr Return
6.6%
1yr Return
0.2%
Total Assets
$228M
6M Money Flow
$2M
Large Blend
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
-12.5%
3yr Return
5.9%
1yr Return
-6.0%
Total Assets
$779M
6M Money Flow
-$65M
Muni Single State Short
Expense Ratio
0.46%
TTM Yield
2.0%
3yr Sharpe
-0.62
YTD Return
1.3%
3yr Return
5.3%
1yr Return
3.5%
Total Assets
$19M
6M Money Flow
-$5M
Long-Short Equity
Expense Ratio
1.19%
TTM Yield
0.0%
3yr Sharpe
-0.05
YTD Return
-9.0%
3yr Return
0.4%
1yr Return
0.0%
Total Assets
$380M
6M Money Flow
-$26M