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 Dow Down 0.10% Nasdaq Up 0.19%

Weitz Partners III Opportunity Investor (WPOIX)

16.20 Down 0.19(1.16%) Jul 31
Prev Close:16.20
YTD Return*:3.59%
Net Assets*:977.71M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WPOIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
VRX.TO5.966.97
LMCA5.82-6.94
BRK.B5.487.32
iShares Russell 20004.8723.52
DTV4.691.23

Fund Basics

Morningstar Overall Rating:
Total Assets:977.71M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.68%

Performance & Risk

YTD Return:3.59%
5y Avg Return:20.93%
Rank in Category (ytd):90
% Rank in Category (ytd):22.11%
Beta (3y):0.84
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 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. 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. View More
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