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Weitz Hickory (WEHIX) Fund Ranking and Research

Ranking, Research and Recommendation of Weitz Hickory (WEHIX) Fund

    Last Trade: $54.31 on 6/28/2017, Change: +0.49 (0.91%)

 

Graph of Weitz Hickory Fund (WEHIX) ManagerFund Manager - Wallace R. Weitz

Fund Manager Information

Fund Manager Tenure: 14.5 years
Fund Family: Weitz
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),
Weitz is the founder of Weitz & Co. Prior to founding Weitz & Co. in 1983, he served as an account executive and securities analyst with G.A. Saxton & Co., Inc. (1970-1973) and with Chiles Heider & Co. (1973-1983). Weitz holds the Chartered Financial Analyst designation.  Get more insights on Wallace R. Weitz

 

Graph of Weitz Hickory Fund (WEHIX) ProfileWeitz Hickory Fund (WEHIX) Profile

Fund Profile and Description

Weitz Hickory Fund seeks capital appreciation. Weitz Hickory Fund invests the majority of assets in the common stock of smaller and medium sized companies with a market capitalization of less than $10 billion at the time of initial purchase. It looks to identify the securities of growing, well-managed businesses which have honest, competent management. Weitz Hickory Fund tries to buy shares of the company’s stock at a significant discount to this “private market value.” It is non-diversified.

 

Weitz Hickory (WEHIX) Fund Strength What we like about Weitz Hickory (WEHIX) Fund

Data for Weitz Hickory Fund (WEHIX) as of May 30, 2016

  • Weitz Hickory Fund (WEHIX) management has been with Weitz Hickory Fund for 14.5 years
  • Weitz Hickory Fund (WEHIX) has an annual stock turnover rate of 27.00% vs Mid-Cap Blend average of 60.70%. It is good that Weitz Hickory management does not trade extensively for its return.
  • Weitz Hickory Fund (WEHIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.22, lower than category average of 12.56
  • Weitz Hickory Fund (WEHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Weitz Hickory Fund (WEHIX) Weakness What we are cautious about Weitz Hickory (WEHIX) Fund

Data for Weitz Hickory Fund (WEHIX) as of May 30, 2016

  • Weitz Hickory Fund (WEHIX) has a less-than-ideal short-term performance (1-year return -6.13% vs -4.08% Mid-Cap Blend category median performance)
  • Weitz Hickory Fund (WEHIX) has a less-than-ideal mid-term performance (3-year return 3.83% vs 8.11% Mid-Cap Blend category median performance)
  • Weitz Hickory Fund (WEHIX) has a less-than-ideal Long-term performance (5-year return 6.65% vs 8.53% Mid-Cap Blend category median performance)
  • Weitz Hickory Fund (WEHIX) ratio of up-years vs down years can be improved
  • Weitz Hickory Fund (WEHIX) has a Morningstar rating of 3 and below
  • Weitz Hickory Fund (WEHIX) is less safe compared to its Mid-Cap Blend peers
  • Weitz Hickory Fund (WEHIX) does not have a good risk adjusted return as its 3-year Alpha of -5.02 is worse than category average of -2.81, and its 3-year Sharpe ratio is 0.38
  • Weitz Hickory Fund (WEHIX) has a higher expense ratio of 1.24% than its Mid-Cap Blend average of 1.15%
See Weitz Hickory Fund (WEHIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Weitz Hickory Fund (WEHIX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Weitz Hickory4.17-6.133.836.65
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Weitz Hickory Fund (WEHIX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Weitz Hickory Fund (WEHIX) Net Asset TrackingWeitz Hickory (WEHIX) Fund Net Asset

Track net asset change of Weitz Hickory fund (WEHIX)

DateNet Asset
05/2016$289.85M
03/2016$298.25M
02/2016$287.16M
More historic net asset information on Weitz Hickory Fund (WEHIX)

  

Graph of Weitz Hickory Fund (WEHIX) Portfolio TrackingWeitz Hickory (WEHIX) Fund Portfolio Allocation

Track portfolio allocation change of Weitz Hickory fund (WEHIX)

DateCashStockBondOther
03/201619.77%80.23%0%0%
12/201519.35%78.23%0%2.42%
09/201518.61%81.39%0%0%
Click here to see more historic asset allocation information on Weitz Hickory Fund (WEHIX)

 

graph of Weitz Hickory Fund (WEHIX) Top 10 Position TrackingTop 10 Holdings in Weitz Hickory (WEHIX) Fund

Discover what Weitz Hickory Fund (WEHIX) manager is buying

Mar 30, 2016
Liberty Global PLC C [4.53%]
Liberty Interactive Corporation [4.44%]
National CineMedia, Inc. [4.2%]
Liberty Broadband Corporation [4.08%]
Redwood Trust, Inc. Common Stoc [4.04%]
Allison Transmission Holdings, [3.98%]
Brown & Brown, Inc. Common Stoc [3.9%]
Laboratory Corporation of Ameri [3.73%]
Interval Leisure Group, Inc. [3.63%]
Fossil Group, Inc. [3.42%]

Dec 30, 2015
Liberty Global PLC Class C [4.74%]
Liberty Interactive Corporation [4.63%]
National CineMedia, Inc. [4.18%]
Brown & Brown, Inc. Common Stoc [4.14%]
Laboratory Corporation of Ameri [3.79%]
ADT Corporation Common Stock [3.73%]
Redwood Trust, Inc. Common Stoc [3.73%]
Allison Transmission Holdings, [3.68%]
Willis Towers Watson Public Lim [3.53%]
Interval Leisure Group, Inc. [3.22%]

Sep 29, 2015
Liberty Global PLC Class C [4.3%]
Brown & Brown, Inc. Common Stoc [4.24%]
Liberty Interactive Corporation [4.21%]
National CineMedia, Inc. [3.91%]
Redwood Trust, Inc. Common Stoc [3.53%]
Allison Transmission Holdings, [3.52%]
Fossil Group, Inc. [3.5%]
Interval Leisure Group, Inc. [3.43%]
Laboratory Corporation of Ameri [3.32%]
ADT Corporation Common Stock [3.31%]
Click here for Stock Holding Change Map in Weitz Hickory Fund (WEHIX)

  

Latest News on Weitz Hickory (WEHIX) Fund

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Weitz Hickory Fund (WEHIX) Related ResourcesSee more information on Weitz Hickory (WEHIX) Fund

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