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Morningstar

Weitz Partners III Opportunity Instl WPOPX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 13.25  /  +2.32 %
  • Total Assets 411.0 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 1.0 Mil
  • Status Open
  • TTM Yield 0.09%
  • Turnover 19%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

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 Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings WPOPX

More WPOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

10.72 45.4 Mil
Financial Services

Alphabet Inc Class C

6.11 25.9 Mil
Communication Services

Thermo Fisher Scientific Inc

5.49 23.2 Mil
Healthcare

Visa Inc Class A

5.27 22.3 Mil
Financial Services

Mastercard Inc Class A

5.11 21.7 Mil
Financial Services

Futures Collateral - Tco

5.02 21.3 Mil
Cash and Equivalents

Amazon.com Inc

4.89 20.7 Mil
Consumer Cyclical

Danaher Corp

4.71 20.0 Mil
Healthcare

CarMax Inc

4.52 19.2 Mil
Consumer Cyclical

Global Payments Inc

3.78 16.0 Mil
Industrials