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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 979 | 1190 | 1034 | 1517 | - |
Fund Return | 3.99% | -2.13% | 18.96% | 1.13% | 8.69% | - |
Place in category | 1376 | 1442 | 1253 | 1263 | 1165 | - |
% in Category | 94 | 98 | 87 | 98 | 98 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 531.4M | 2.58 | 4.13 | 8.83 | ||
Weitz Partners III Opportunity Inst | 398.79M | 4.19 | -1.44 | 4.62 | ||
Weitz Value Institutional | 351.69M | 2.66 | 4.29 | - | ||
Weitz Partners Value Investor | 222.83M | 1.23 | 5.92 | 5.66 | ||
Weitz Balanced | 52.21M | 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 % | |
---|---|---|---|---|---|
Alphabet Inc Class C | - | 6.62 | - | - | |
Berkshire Hathaway Inc Class B | - | 6.58 | - | - | |
Meta Platforms Inc Class A | - | 5.91 | - | - | |
CoStar Group Inc | - | 5.04 | - | - | |
Heico A | US4228062083 | 4.82 | 177.21 | -0.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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