Weitz Partners III Opportunity
1125 South 103 St
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Phone: 800-304-9745
| Category: | Large Blend | | Fund Family: | Weitz | | Net Assets: | 174.00M | | Year-to-Date Return: | -31.25% | | Yield: | 1.35% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Dec-05 |
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Wallace R. Weitz
Lead Manager since
30-Dec-05 | | | Weitz is the founder of Weitz & Co. Prior to founding Weitz & Co. in 1983, he served as an account executive and securities analyst with G.A. Saxton & Co., Inc. (1970-1973) and with Chiles Heider & Co. (1973-1983). Weitz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks and a variety of securities convertible into common stocks. It may invest in the securities of other investment companies, which may include exchange-traded funds and may invest in the equity securities of issuers of all sizes, including small capitalization companies. The fund may invest in commodities contracts and futures transactions such as stock index futures, may borrow money, purchase securities on margin and engage in short selling of securities. It may also invest in put and call options. It is nondiversified. |
| Last Dividend
(27-Jun-08):
| 0.01 | | Last Cap Gain
(28-Dec-07):
| 0.27 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 71.85% |
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| Expense | WPOPX | Category
Avg | | Total Expense Ratio: | 1.54%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$486 | $572 | | 5 Yr Expense Projection*: |
$839 | $876 | | 10 Yr Expense Projection*: |
$1,834 | $2,504 |
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2.63% Nasdaq 0.00%
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