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.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

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Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

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