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    Weitz Partners III Opportunity Investor (WPOIX)

    16.71 Up 0.01(0.06%) Dec 26
    Prev Close:16.70
    YTD Return*:5.53%
    Net Assets*:1.13B
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    VRX.TO7.2024.69
    BRK.B6.1726.41
    iShares Russell 20005.0719.76
    LBTYK.L4.8216.08
    iShares Russell Mid-Cap4.66N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.13B
    Category:Mid-Cap Blend
    Annual Report Expense Ratio (net):1.68%

    Performance & Risk

    YTD Return:5.53%
    5y Avg Return:17.70%
    Rank in Category (ytd):73
    % Rank in Category (ytd):19.41%
    Beta (3y):0.73
    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. 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
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