C
Weitz Partners III Opportunity Fund Investor Class WPOIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
25
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
Alphabet Inc Class C
GOOG - NASDAQ
C
Thermo Fisher Scientific Inc
TMO - NYSE
B
Visa Inc Class A
V - NYSE
C
Amazon.com Inc
AMZN - NASDAQ
B
Mastercard Inc Class A
MA - NYSE
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
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2-Year Total Return
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5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Weitz
Manager/Tenure
(Years)
Wallace R. Weitz (19), Andrew S. Weitz (4)
Address
Weitz Funds
Omaha NE - 68124-1071
Country
United States
Phone Number
800-304-9745
Investment Strategy
The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.