Weitz Partners III Opportunity Investor (WPOIX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|SPDR® S&P 500 ETF||8.55||-4.46|
|iShares Russell 2000||6.87||9.51|
|iShares Russell Mid-Cap||6.85||37.93|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.68%|
Performance & Risk
|5y Avg Return:||14.40%|
|Rank in Category (ytd):||40|
|% Rank in Category (ytd):||10.61%|
|Morningstar Risk Rating:||1|
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. It may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. View More