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    Weitz Partners III Opportunity Investor (WPOIX)

    13.71 Down 0.07(0.51%) May 4

    Profile as of Mar 30, 2016Get Profile for:
    Weitz Partners III Opportunity Investor
    Weitz Funds1125 South 103 StOmaha, NE 68124
    Phone: 800-304-9745
    Fund Overview 
    Category:Large Growth
    Fund Family:Weitz
    Net Assets:712.56M
    Year-to-Date Return:2.01%
    Morningstar Rating:1 stars
    Fund Inception Date:Aug 1, 2011
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Wallace R. Weitz
    Lead Manager since Dec 30, 2005
    Weitz is the founder of Weitz & Co. Prior to founding Weitz & Co. in 1983, he served as an account executive and securities analyst with G.A. Saxton & Co., Inc. (1970-1973) and with Chiles Heider & Co. (1973-1983). Weitz holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:25
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    WPOIX can be purchased from 44 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 28, 2015) : 0.00
    Annual Holdings Turnover (May 2, 2016) : 45.00%
    Average for Category:53.00%
    Fees & Expenses 
    ExpenseWPOIXCategory Avg
    Annual Report Expense Ratio (net):1.49%1.16%
    Prospectus Net Expense Ratio:1.53%N/A
    Prospectus Gross Expense Ratio:2.06%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:646504
    5 Yr Expense Projection*:1,108795
    10 Yr Expense Projection*:2,3901,624
    * Per $10,000 invested