Expense Ratio History

Weitz fund fees

8 Weitz funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
SAFEXUltra Short Government Fund 0.52% Mutual fund 0.51% to 0.52%, 31 Jul 2025
WCPBXCore Plus Income Fund 0.52% Mutual fund 0.59% to 0.52%, 31 Jul 2024
WEFIXShort Duration Income Fund 0.54% Mutual fund 0.53% to 0.54%, 31 Jul 2025
WBALXConservative Allocation Fund 1.00% Mutual fund 1.02% to 1.00%, 31 Jul 2025
WVALXLARGE CAP EQUITY FUND 1.03% Mutual fund 1.04% to 1.03%, 31 Jul 2024
WPVLXMulti Cap Equity Fund 1.07% Mutual fund 1.09% to 1.07%, 31 Jul 2023
WPOPXPartners III Opportunity Fund 1.19% Mutual fund 1.43% to 1.19%, 31 Jul 2023
WNTFXNebraska Tax Free Income Fund 1.22% Mutual fund 1.08% to 1.22%, 31 Jul 2025