WEITZ Fund Family

Return to Fund Listings

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
WEITZ ULTRA SHORT GOVERNMENT INST (SAFEX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ FDS CONSERVATIVE CL (WBAIX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ CORE PLUS INCM FD INST (WCPBX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ CORE PLUS INCM FD INV (WCPNX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ FDS NEBRASKA INV CL (WNTFX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ PARTNERS III OPPTY FD INV (WPOIX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ PARTNERS III OPPORTUNITY (WPOPX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ FDS MULTI INSTL CL (WPVIX)
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1 $0.00 $0.00 $0.00 $0.00
WEITZ FDS LARGE INSTL CL (WVAIX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.