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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 983 | 1136 | 1244 | 1615 | 1860 |
Fund Return | 4.23% | -1.7% | 13.59% | 7.55% | 10.07% | 6.4% |
Place in category | 80 | 746 | 1037 | 1159 | 1151 | 875 |
% in Category | 8 | 53 | 75 | 90 | 98 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Weitz Value Investor | 484.18M | 1.79 | 8.81 | 9.19 | ||
Weitz Partners III Opportunity Inst | 396.71M | 2.87 | 4.92 | 5.38 | ||
Weitz Value Institutional | 342.62M | 1.80 | 8.97 | 9.40 | ||
Weitz Partners Value Investor | 216.22M | 4.59 | 6.04 | 6.93 | ||
Weitz Balanced | 48.6M | 1.90 | 3.64 | 6.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.14 | 493.54 | -6.91% | |
Alphabet C | US02079K1079 | 6.00 | 147.74 | -3.20% | |
Meta Platforms | US30303M1027 | 5.89 | 504.73 | -5.06% | |
Heico A | US4228062083 | 5.21 | 190.57 | -6.51% | |
Visa A | US92826C8394 | 5.12 | 313.13 | -7.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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