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 Initial Investment
Minimum1		 Advisor Initial
Minimum1		 Investment
Type		 Load
Type		 Share
Class		 Transaction
Fee
WEITZ VALUE FUND WVALX USD 2,500 USD 2,500 Stock N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WEFIX USD 1,000,000 USD 2,500 Bond N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVLX USD 2,500 USD 2,500 Stock N/A N.A. Yes
WEITZ ULTRA-SHORT GOVERNMENT FUND SAFEX USD 1,000,000 USD 2,500 Money Market N/A N.A. Yes
WEITZ HICKORY FUND WEHIX USD 2,500 USD 2,500 Stock N/A N.A. Yes
WEITZ BALANCED FUND WBALX USD 2,500 USD 2,500 Balanced N/A N.A. Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOPX USD 1,000,000 USD 2,500 Stock N/A INSTITUTIONAL Yes
WEITZ NEBRASKA TAX-FREE INCOME FUND WNTFX USD 2,500 USD 2,500 Bond N/A N.A. Yes
WEITZ SHORT DURATION INCOME FUND WSHNX USD 2,500 USD 2,500 Bond N/A INVESTOR Yes
WEITZ PARTNERS III OPPORTUNITY FUND WPOIX USD 2,500 USD 2,500 Stock N/A INVESTOR Yes
WEITZ VALUE FUND WVAIX USD 1,000,000 USD 2,500 Stock N/A INSTITUTIONAL Yes
WEITZ PARTNERS VALUE FUND WPVIX USD 1,000,000 USD 2,500 Stock N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPBX USD 1,000,000 USD 2,500 Bond N/A INSTITUTIONAL Yes
WEITZ CORE PLUS INCOME FUND WCPNX USD 2,500 USD 2,500 Bond N/A INVESTOR Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport