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Morningstar

Weitz Partners III Opportunity Investor WPOIX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 11.41  /  −1.04 %
  • Total Assets 405.6 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.750%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WPOIX

More WPOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

10.37 41.9 Mil
Financial Services

Alphabet Inc Class C

6.28 25.4 Mil
Communication Services

Futures Collateral - Tco

5.36 21.7 Mil
Cash and Equivalents

Thermo Fisher Scientific Inc

5.25 21.2 Mil
Healthcare

Visa Inc Class A

5.15 20.8 Mil
Financial Services

JPMorgan US Government MMkt Instl

4.96 20.1 Mil
Cash and Equivalents

Amazon.com Inc

4.89 19.8 Mil
Consumer Cyclical

Mastercard Inc Class A

4.75 19.2 Mil
Financial Services

Liberty Broadband Corp Registered Shs Series -C-

4.69 18.9 Mil
Communication Services

Danaher Corp

4.58 18.5 Mil
Healthcare