Weitz Short Duration Income Fund Investor Class

Frequently Asked Questions About WSHNX

What does WSHNX invest in?

This fund aims to provide a steady stream of income while carefully safeguarding investors' initial capital. Typically, at least 80% of its net assets, augmented by any funds obtained through borrowing for investment, will be allocated to various types of fixed-income instruments. These holdings may encompass U.S. government bonds (including those from agencies and government-sponsored entities like Fannie Mae and Freddie Mac, specifically their mortgage-backed offerings), corporate debt, other mortgage-backed securities, asset-backed securities, and obligations from international governments, which could feature sovereign debt.

What is the expense ratio of WSHNX?

Weitz Short Duration Income Fund Investor Class (WSHNX) charges an expense ratio of 0.62%. This is the annual fee deducted from fund assets to cover management and operations.

What is WSHNX's dividend yield?

WSHNX's trailing-twelve-month yield is 4.35%, calculated from the sum of dividends over the past year divided by the current price.

How big is WSHNX?

Weitz Short Duration Income Fund Investor Class (WSHNX) manages $1.54B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WSHNX actively managed or an index fund?

WSHNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSHNX launched?

Weitz Short Duration Income Fund Investor Class (WSHNX) launched in August 2011 and is managed by the fund issuer.