Nasdaq - Delayed Quote USD

Weitz Partners III Opportunity Instl (WPOPX)

13.13
-0.03
(-0.23%)
As of 8:09:34 AM EDT. Market Open.
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  • Previous Close 13.16
  • YTD Return -3.70%
  • Expense Ratio 1.19%
  • Category Long-Short Equity
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 399.67M
  • Beta (5Y Monthly) 0.93
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.00
  • 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

399.67M

Net Assets

2005-12-30

Inception Date

More about Weitz Partners III Opportunity Instl

Performance Overview: WPOPX

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Trailing returns as of 5/21/2025. Category is Long-Short Equity.

YTD Return

WPOPX
3.70%
Category
9.18%
 

1-Year Return

WPOPX
9.44%
Category
22.90%
 

3-Year Return

WPOPX
5.17%
Category
7.45%
 

5-Year Return

WPOPX
6.84%
Category
7.00%
 

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Holdings: WPOPX

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Sector Weightings

SectorWPOPX
Financial Services   29.58%
Communication Services   18.23%
Healthcare   16.26%
Technology   15.61%
Industrials   8.49%
Consumer Cyclical   6.84%
Real Estate   2.78%
Basic Materials   2.21%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WPOPX

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Research Reports: WPOPX

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