WPOIX Mutual Fund

WPOIX Mutual Fund (The Weitz Funds - Partners III Opportunity Fund Investor Class) is managed by Weitz Funds with $8.2M in net assets. WPOIX expense ratio is 1.84%, holding 26 positions across sectors including Industrials, Information Technology, Communication Services. Inception date: 2011-08-01.

WPOIX performance shows a YTD return of 4.36%. The 1-year return is 6.58% and the 5-year return is 1.78%. WPOIX dividend yield stands at 5.50%, paid annually.

WPOIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (16.2%), Alphabet Inc (5.8%), Visa Inc Class A (5.7%), Microsoft Corp (5.6%), Danaher Corporation (5.1%). Go to all WPOIX holdings, WPOIX sectors, or WPOIX dividends.

WPOIX can be compared against other funds. Use WPOIX overlap to find shared positions, or WPOIX vs another fund for a side-by-side view. WPOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.