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Weitz Partners III Opportunity Instl WPOPX

Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 12.62  /  0.40 %
  • Total Assets 411.5 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 26%

Morningstar’s Analysis WPOPX

Will WPOPX outperform in future?

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

Strength in Weitz Partners III Opportunity Instl'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 portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings WPOPX

  • Current Portfolio Date
  • Equity Holdings 28
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
10.37
41,907,550
Financial Services
6.28
25,367,400
Communication Services

Futures Collateral - Tco

5.36
21,684,260
Cash and Equivalents
5.25
21,231,600
Healthcare
5.15
20,828,000
Financial Services

JPMorgan US Government MMkt Instl

4.96
20,059,378
Cash and Equivalents
4.89
19,752,200
Consumer Cyclical
4.75
19,192,950
Financial Services
4.69
18,938,650
Communication Services
4.58
18,507,200
Healthcare