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Morningstar

Weitz Partners III Opportunity Investor WPOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Weitz Investment Hub

Morningstar’s Analysis WPOIX

Will WPOIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPOIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WPOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Weitz Partners III Opportunity Investor's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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