The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Weitz Hickory to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 43.75 / 0.09 %
- Total Assets 163.0 Mil
Adj. Expense Ratio
- Expense Ratio 1.090%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.04%
- Turnover 15%
Morningstar’s Analysis WEHIX
Will WEHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.