WEHIX : Weitz Funds Hickory Fund

WEHIX is a US Stocks Market Mid-Cap Blend with HIGH fees.

WEHIX

Weitz Funds Hickory Fund

FI Score

29 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

29% FI Score
  • wehix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Weitz Funds Hickory Fund

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund's investment strategy is based on the manager's belief that stock prices fluctuate around the true value of a company. It invests the majority of its assets in the common stock of medium-sized companies. Currently, the manager considers medium-sized companies to be issuers with a market capitalization, at the time of initial purchase, of greater than $1 billion and less than or equal to the market capitalization of the largest company in the Russell Midcap Index. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies.

Largest Holdings

Amount Holding
7.24% Liberty Broadband Corp C
6.29% LICT Corp
4.65% Laboratory Corp of America Holdings
4.63% Equity Commonwealth
4.42% EverArc Holdings Ltd Ordinary Shares
3.99% GCI Liberty Inc A
3.81% ACI Worldwide Inc
3.39% Black Knight Inc A
3.38% Markel Corp
3.33% Ingersoll Rand Inc

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