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Weitz Ultra Short Government Instl SAFEX

Quantitative rating as of
NAV / 1-Day Return
9.99  /  0.01 %
Total Assets
66.4 Mil
Adj. Expense Ratio
Expense Ratio
0.200%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Limited
TTM Yield
0.58%
Effective Duration
0.14 years

Morningstar’s Analysis SAFEX

Will SAFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weitz Ultra Short Government Instl’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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