Weitz

Statistics as of Apr 02, 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 Return1yr ReturnTotal Assets6M Money Flow ▼
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
5.2%
3yr Sharpe
-0.36
YTD Return
3.0%
3yr Return
7.3%
1yr Return
6.8%
Total Assets
$3B
6M Money Flow
$517M
Short-Term Bond
Expense Ratio
0.45%
TTM Yield
4.7%
3yr Sharpe
-0.08
YTD Return
1.6%
3yr Return
13.3%
1yr Return
6.4%
Total Assets
$1B
6M Money Flow
$209M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
2.2%
3yr Sharpe
-0.13
YTD Return
0.1%
3yr Return
10.7%
1yr Return
3.4%
Total Assets
$237M
6M Money Flow
$2M
Muni Single State Short
Expense Ratio
0.46%
TTM Yield
2.1%
3yr Sharpe
-0.62
YTD Return
0.7%
3yr Return
4.8%
1yr Return
2.7%
Total Assets
$19M
6M Money Flow
-$5M
Long-Short Equity
Expense Ratio
1.19%
TTM Yield
0.0%
3yr Sharpe
-0.05
YTD Return
0.4%
3yr Return
11.2%
1yr Return
9.1%
Total Assets
$415M
6M Money Flow
-$26M
Large Blend
Expense Ratio
0.87%
TTM Yield
0.0%
3yr Sharpe
0.10
YTD Return
2.1%
3yr Return
20.0%
1yr Return
9.8%
Total Assets
$567M
6M Money Flow
-$30M
Large Blend
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
-2.7%
3yr Return
18.7%
1yr Return
3.1%
Total Assets
$857M
6M Money Flow
-$65M