WPOPX Mutual Fund
WPOPX Mutual Fund
WPOPX Mutual Fund
The Weitz Funds - Partners III Opportunity Fund Institutional Class
WPOPX Mutual Fund Overview
WPOPX Mutual Fund (The Weitz Funds - Partners III Opportunity Fund Institutional Class) is managed by Weitz Funds with $326.5M in net assets. WPOPX expense ratio is 1.12%, holding 26 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2005-12-30.
WPOPX performance shows a YTD return of 4.81%. The 1-year return is 7.31% and the 5-year return is 2.46%. WPOPX dividend yield stands at 5.39%, paid annually.
WPOPX top holdings include Berkshire Hathaway, Inc. (16.5%), Alphabet Inc. C (5.9%), Microsoft Corp (5.9%), Thermo Fisherscientific Inc. (5.5%), Visa Inc Class A (5.3%). Go to all WPOPX holdings, WPOPX sectors, or WPOPX dividends.
WPOPX can be compared against other funds. Use WPOPX overlap to find shared positions, or WPOPX vs another fund for a side-by-side view. WPOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.