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) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ BALANCED FUND INST (WBAIX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ CORE PLUS INCM FD INST (WCPBX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ CORE PLUS INCM FD INV (WCPNX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ NEBRASKA TAX FREE INCM FD (WNTFX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ PARTNERS III OPPTY FD INV (WPOIX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ PARTNERS III OPPORTUNITY (WPOPX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ PARTNERS VALUE FD INST (WPVIX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| WEITZ VALUE FD INSTL (WVAIX) Prospectus Unavailable |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These include marketing fees known as 12b-1 fees, as well as certain record keeping or shareholder services fees. Such fees are included in the funds’ 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.