Weitz Partners III Opportunity Investor (WPOIX)
14.89 
0.14(0.95%) May 24
| Prev Close: | 14.75 |
|---|
| YTD Return*: | 8.05% |
|---|
| Net Assets*: | 638.53M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Headlines
- No Headlines available for WPOIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| VRX.TO | 6.77 | 13.15 |
| WFC | 5.95 | 4.27 |
| ICON | 5.44 | 5.29 |
| iShares Russell 2000 Index | 4.70 | 23.33 |
| RWT | 4.65 | 9.49 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 638.53M |
| Category: | Mid-Cap Blend |
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| Annual Report Expense Ratio (net): | 1.44% |
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Performance & Risk
| YTD Return: | 8.05% |
| 5y Avg Return: | 11.19% |
| Rank in Category (ytd): | 48 |
| % Rank in Category (ytd): | 11.21% |
| Beta (3y): | 0.96 |
| Morningstar Risk Rating: | 1 |
Fund Summary
The investment seeks capital appreciation.
The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It looks to identify the securities of growing, well-managed businesses of any size which have honest, competent management. The fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. It is non-diversified.
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