WPOIX : Weitz Partners III Opportunity Fund Investor Class

WPOIX is a Alternatives Market Short with HIGH fees.

WPOIX

Weitz Partners III Opportunity Fund Investor Class

FI Score

46 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

46% FI Score
  • wpoix
  • Mutual Fund
  • Alternatives
  • Short

Weitz Partners III Opportunity Fund Investor Class

Expenses: 2.04% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Fund Summary

The investment seeks capital appreciation. 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.

Largest Holdings

Amount Holding
11.02% Berkshire Hathaway Inc B
9.27% Intelligent Systems Corp
5.28% Visa Inc Class A
5.26% Markel Corp
5.15% Alphabet Inc Class C
5.14% Mastercard Inc A
4.59% Liberty Global PLC C
4.43% Financial Select Sector SPDR® ETF
4.14% Facebook Inc A
4.03% EverArc Holdings Ltd Ordinary Shares
3.53% Liberty Broadband Corp C
2.92% Texas Instruments Inc
2.76% Amazon.com Inc
2.69% Laboratory Corp of America Holdings
2.52% Liberty SiriusXM Group C
2.13% Summit Materials Inc A
2.06% Black Knight Inc A
1.90% Liberty Broadband Corp A
1.49% Charles Schwab Corp
1.39% DXC Technology Co
1.34% CarMax Inc
1.24% Box Inc A
1.12% Liberty SiriusXM Group A

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