Mutual Funds

Weitz Series

Exchange Hours Website
9:30 - 15:59 ET weitzinvestments.com/our_funds/default.fs


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
WEITZ VALUE FUND WVALX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WEFIX Bond USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVLX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ ULTRA-SHORT GOVERNMENT FUND SAFEX Money Market USD 1,000,000 USD 1,000,000 N/A N.A. Yes
WEITZ HICKORY FUND WEHIX Stock USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ BALANCED FUND WBALX Balanced USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOPX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ NEBRASKA TAX-FREE INCOME FUND WNTFX Bond USD 1,000,000 USD 2,500 N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WSHNX Bond USD 1,000,000 USD 2,500 N/A INVESTOR Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOIX Stock USD 1,000,000 USD 2,500 N/A INVESTOR Yes
WEITZ VALUE FUND WVAIX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVIX Stock USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPBX Bond USD 1,000,000 USD 1,000,000 N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPNX Bond USD 1,000,000 USD 2,500 N/A INVESTOR Yes

Notes:

  1. Advisor minimums may be lower.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.