WEFIX Mutual Fund (Weitz Short Duration Income Fund Institutional Class) is managed by Weitz Funds with $1.51B in net assets. WEFIX expense ratio is 0.45%, holding 433 positions across sectors including Other, Financials, Unknown. Inception date: 1988-12-23.

WEFIX performance shows a YTD return of 1.57%. The 1-year return is 4.10% and the 5-year return is 2.70%. WEFIX dividend yield stands at 4.17%, paid monthly.

WEFIX top holdings include Jpmorgan U.S. Government Money Market Fund, Class Institutional (4.2%), United States Treasury Notes 4.5%, 4.50%, 07/15/26 (1.5%), United States Treasury Notest 4.875 04/30/26 (1.3%), U.s. Treasury Notes 1.625 10/31/2026 (1.1%), United States Treasury Note/Bond 4% 06/30/2032 (1.1%). View all WEFIX holdings, sector breakdown, or dividend history.

WEFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WEFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.