Quarterly Report for Weitz Short Duration Income Fund: Insights for Q1 2025
Weitz Short Duration Income Fund's Institutional Class yielded a return of 1.62% in Q1 2025, nearly matching the Bloomberg U.S. Aggregate 1-3 Year Index's return of 1.63% for the same period.
Although the provided commentary highlights the fund's short-term results, it does not offer comparative data on its multi-year performance relative to the index. For a broader perspective on the fund's long-term growth, additional data would be required.
For comparisons with other short duration funds like Lord Abbett Short Duration High Yield or Fidelity Advisor Short Duration High Income, relevant share class and benchmark figures are available, but these comparisons are not directly applicable to the Weitz fund or its specific benchmark.
An investor seeking to understand the Weitz Fund's long-term performance in personal-finance terms may want to consider researching its multi-year returns, as the current data only provides insight into Q1 2025. Meanwhile, for those considering investing in short-duration funds and wishing to compare the Weitz Fund with others like Lord Abbett and Fidelity, it's essential to review the appropriate share class figures and benchmarks respectively, as direct comparisons with these funds might not align fully with the Weitz Fund's specific focus or benchmark.
