C
Weitz Partners III Opportunity Fund Investor Class WPOIX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WPOIX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C-
Company Info WPOIX-NASDAQ Click to
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Provider Weitz
Manager/Tenure (Years) Wallace R. Weitz (19), Andrew S. Weitz (4)
Website http://www.weitzfunds.com
Fund Information WPOIX-NASDAQ Click to
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Fund Name Weitz Partners III Opportunity Fund Investor Class
Category Long-Short Equity
Sub-Category Long/Short Equity
Prospectus Objective Growth
Inception Date Aug 01, 2011
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 25.00
Front End Fee --
Back End Fee --
Dividends and Shares WPOIX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend WPOIX-NASDAQ Click to
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Dividend Yield (Forward) 0.74%
Asset Allocation WPOIX-NASDAQ Click to
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Cash 3.62%
Stock 95.91%
U.S. Stock 95.91%
Non-U.S. Stock 0.00%
Bond 0.47%
U.S. Bond 0.47%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History WPOIX-NASDAQ Click to
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7-Day Total Return 2.33%
30-Day Total Return 3.80%
60-Day Total Return 5.67%
90-Day Total Return 7.06%
Year to Date Total Return 3.10%
1-Year Total Return 13.63%
2-Year Total Return 24.95%
3-Year Total Return 29.59%
5-Year Total Return 38.53%
Price WPOIX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV WPOIX-NASDAQ Click to
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Nav $12.28
1-Month Low NAV $11.79
1-Month High NAV $12.28
52-Week Low NAV $10.59
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $13.34
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation WPOIX-NASDAQ Click to
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Beta 0.88
Standard Deviation 15.64
Balance Sheet WPOIX-NASDAQ Click to
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Total Assets 418.38M
Operating Ratios WPOIX-NASDAQ Click to
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Expense Ratio 1.92%
Turnover Ratio 25.00%
Performance WPOIX-NASDAQ Click to
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Last Bull Market Total Return 17.47%
Last Bear Market Total Return -13.82%