Weitz Partners Iii Opportunity (wpopx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Weitz Partners Iii Opportunity (WPOPX) Description: WPOPX is a mutual fund, which is an investment that owns a basket of assets. The WPOPX mutual fund was provided by Weitz and this investment vehicle derives the majority of its value from equity holdings (stocks). Weitzs mutual fund has a medium management tenure and is in the average fund size classification. WPOPXs minimum initial investment amount is $2500 while the IRA minimum is $2500. WPOPXs expense ratio is roughly 1%. The latest WPOPXs front end load was 0% and the back end load was 0%. The Weitz Partners Iii Opportunity (WPOPX) mutual fund falls under the large-cap mixed category. WPOPX focuses its investments in USA and WPOPX is not affiliated with a particular industry or fund sector. The Weitz Partners Iii Opportunity (WPOPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WPOPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WPOPXs research report features technical analysis and long term investment potential.
This investment vehicle seeks to provide long term capital appreciation. The fund normally invests at least 80% of assets in long and short positions with respect to equity securities (see equity research) of U.S. companies. These equity securities (see equity research) will primarily be common stocks (see stock research). The adviser leverages a proprietary stock ranking system that is enhanced by a fundamental overlay to determine the attractiveness of stocks (see stock research) within This investment vehicle universe. ??Plus? in the funds name refers to the additional return the fund endeavors to add both relative to the S&P 500 Index as well as relative to traditional strategies which do not have the ability to sell stock short.