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Morningstar

Weitz Partners III Opportunity Instl WPOPX Fund Analysis

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

Morningstar’s Analysis WPOPX

Will WPOPX 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 WPOPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPOPX 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 WPOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weitz Partners III Opportunity Instl's recent fee cut underpins an upgrade to this strategy's Morningstar Medalist Rating to Bronze from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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