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Weitz Partners III Opportunity Investor (WPOIX)

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Weitz Partners III Opportunity Investor

Weitz Funds1125 South 103 StOmaha, NE 68124
Management Information
Wallace R. Weitz,Lead Manager since December 29, 2005
Weitz is the founder of Weitz & Co. Prior to founding Weitz & Co. in 1983, he served as an account executive and securities analyst with G.A. Saxton & Co., Inc. (1970-1973) and with Chiles Heider & Co. (1973-1983). Weitz holds the Chartered Financial Analyst designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLong-Short Equity
Fund FamilyWeitz
Net Assets690.64M
YTD Return5.63%
Morningstar Rating★★★
Inception DateJul 31, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover23.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWPOIXCategory Average
Annual Report Expense Ratio (net)2.29%1.91%
Prospectus Net Expense Ratio1.56%N/A
Prospectus Gross Expense Ratio2.33%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.31%
Max Deferred Sales LoadN/A1.08%
3 Yr Expense Projection727N/A
5 Yr Expense Projection1,245N/A
10 Yr Expense Projection2,666N/A