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Morningstar

Weitz Nebraska Tax-Free Income WNTFX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of

Morningstar’s Analysis WNTFX

Will WNTFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WNTFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WNTFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WNTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weitz Nebraska Tax-Free Income's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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