WPOIX Mutual Fund
WPOIX Mutual Fund
The Weitz Funds - Partners III Opportunity Fund Investor Class

WPOIX Mutual Fund Overview
WPOIX Mutual Fund (The Weitz Funds - Partners III Opportunity Fund Investor Class) is managed by Weitz Funds with $7.9M in net assets. WPOIX expense ratio is 1.93%, holding 26 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2011-08-01.
WPOIX performance shows a YTD return of -0.52%. The 1-year return is -0.49% and the 5-year return is 7.91%. WPOIX dividend yield stands at 5.82%, paid annually.
WPOIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (16.5%), Alphabet Inc. C (5.9%), Microsoft Corp (5.9%), Thermo Fisher (5.5%), Visa Inc Class A (5.3%). View all WPOIX holdings, sector breakdown, or dividend history.
WPOIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.