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Weitz Partners III Opportunity Instl

WPOPX
14.07
-0.09
-0.64%
9/26/2016
5 Years
  • Previous Close

    14.16

  • Net Assets

    647.99M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.17%

  • Category

    Large Growth

  • Morningstar Risk

    Low

  • Morningstar Rating ★★
Profile

Name of Issuer

Weitz

Fund Style

Open

Fund Manager

Wallace Weitz

Investment Style

Large Growth

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.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

12/30/2005

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