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Weitz Partners III Opportunity Investor (WPOIX)
At close: 8:01 PM EDT
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11.31 - YTD Return 7.93%
- Expense Ratio 1.19%
- Category Long-Short Equity
- Last Cap Gain 38.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 423.83M
- Beta (5Y Monthly) 0.84
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend --
- Inception Date Dec 30, 2005
The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. 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.
Weitz
Fund Family
Long-Short Equity
Fund Category
423.83M
Net Assets
2005-12-30
Inception Date
Performance Overview: WPOIX
Trailing returns as of 4/19/2024. Category is Long-Short Equity.
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Holdings: WPOIX
Top 10 Holdings (55.62% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWPOIX
Communication Services 27.32%
Financial Services 25.46%
Technology 16.04%
Healthcare 14.96%
Consumer Cyclical 9.85%
Real Estate 3.29%
Industrials 3.07%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Energy 0.00%
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