Weitz Partners III Opportunity Fund Institutional Class WPOPX

Morningstar Medalist Rating
  • NAV / 1-Day Return$14.23  /  −2.20%
  • Fund Size$351.3M
  • Adjusted Expense Ratio1.120%
  • Net Expense Ratio1.120%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.43%
  • Turnover Ratio18%

Morningstar’s Analysis WPOPX

Will WPOPX outperform in the future?

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

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Morningstar Automated Analysis

Summary

Weitz Partners III Opportunity Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WPOPX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings65.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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