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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 999 | 1136 | 941 | 1237 | 1564 |
Fund Return | 2.3% | -0.08% | 13.58% | -2% | 4.35% | 4.57% |
Place in category | 111 | 152 | 67 | 126 | 93 | 39 |
% in Category | 65 | 90 | 44 | 83 | 71 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 547.3M | 0.91 | 3.71 | 8.92 | ||
Weitz Value Institutional | 365.02M | 0.96 | 3.86 | - | ||
Weitz Partners Value Institutional | 331.42M | 1.85 | 0.78 | - | ||
Weitz Partners Value Investor | 230.36M | 1.23 | 5.92 | 5.66 | ||
Weitz Balanced | 52.67M | 1.03 | 4.59 | 5.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.75B | 0.52 | 3.49 | 5.37 | ||
Diamond Hill Long-Short I | 1.66B | 7.43 | 5.22 | 6.22 | ||
AQR Long-Short Equity I | 1.53B | 16.22 | 22.93 | 10.78 | ||
AB Select US Long/Short Advisor | 1.25B | 5.58 | 4.50 | 6.71 | ||
Calamos Phineus Long/Short I | 943.03M | 7.17 | 2.13 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 10.72 | - | - | |
Alphabet Inc Class C | - | 6.11 | - | - | |
Thermo Fisher Scientific Inc | - | 5.49 | - | - | |
Visa Inc Class A | - | 5.27 | - | - | |
Mastercard Inc Class A | - | 5.11 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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