WPOIX Mutual Fund
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 $8.6M in net assets. WPOIX expense ratio is 1.84%, holding 40 positions across sectors including Health Care, Consumer Staples, Utilities. Inception date: 2011-08-01.
WPOIX performance shows a YTD return of 6.97%. The 1-year return is 7.80% and the 5-year return is 2.48%.
WPOIX top holdings include Thermo Fisher (3.5%), Eli Lilly & Co (3.2%), Merck & Company Inc (3.1%), Abbvie Inc. (3.0%), Monster Beverage Corp. (2.9%). 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.