Weitz Partners III Opportunity Instl (WPOPX)
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Weitz Partners III Opportunity Instl
Omaha, NE 68124
1125 South 103 St Suite 200
Weitz Funds
Management information
Wallace R. Weitz,Lead manager since 29 December 2005
Co-Chief Investment Officer
Portfolio Manager
Multi-Cap Alternative / Partners III Opportunity Fund (Since June 1983)
Multi-Cap Value / Partners Value Fund (Since June 1983)
Mid-Cap Value / Hickory Fund (Since January 2003)
Investment industry experience since 1970
Wally Weitz founded Weitz Investment Management in 1983. Prior to launching the Firm, he was an analyst and portfolio manager at Chiles, Heider & Co. Mr. Previously, he was a security analyst at G.A. Saxon & Co. Mr. Weitz has a bachelor's in economics from Carleton College.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyWeitz
Net assets403.1M
YTD return4.19%
Yield0.09%
Morningstar rating★★
Inception date29 Dec 2005
Fund operations
Last dividend0.01
Last cap gain38.00
Holdings turnover33.00%
Average for categoryN/A
Fees and expenses
ExpenseWPOPXCategory average
Annual report expense ratio (net)1.75%1.92%
Prospectus net expense ratio1.75%N/A
Prospectus gross expense ratio1.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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