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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 971 | 1087 | 1294 | 1851 | 2455 |
Fund Return | 1.8% | -2.95% | 8.75% | 8.97% | 13.11% | 9.4% |
Place in category | 539 | 1135 | 1288 | 1054 | 1008 | 829 |
% in Category | 39 | 79 | 93 | 81 | 85 | 93 |
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 Partners Value Institutional | 333.68M | 4.23 | 7.55 | 6.40 | ||
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 % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 5.56 | 313.13 | -7.74% | |
Berkshire Hathaway B | US0846707026 | 5.27 | 493.54 | -6.91% | |
Global Payments | US37940X1028 | 5.15 | 84.88 | -8.71% | |
Danaher | US2358511028 | 5.12 | 181.77 | -8.15% | |
Mastercard | US57636Q1040 | 4.84 | 489.77 | -7.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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