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Mutual Fund Insights: Weitz Partners III Opportunity Fund (WPOPX)

In-depth Analysis of Weitz Partners III Opportunity Fund (WPOPX)

Mutual fund chart: Weitz Partners III Opportunity Fund (WPOPX)

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See Weitz Partners III Opportunity Fund (WPOPX) performance details as of January 31, 2010

  

    Last Trade: $9.93 on 3/19/2010, Change: -0.08 (-0.8%)
Experiment our closing price forecasting tool for Weitz Partners III Opportunity Fund (WPOPX) (alpha release)

  

Fund Manager - Wallace R. Weitz

Fund Manager Tenure: 4.2 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)
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.  Get more insights on Wallace R. Weitz

  

What we like about Weitz Partners III Opportunity Fund (WPOPX) What we like about Weitz Partners III Opportunity Fund (WPOPX)

Data for Weitz Partners III Opportunity Fund (WPOPX) as of January 31, 2010

  • Weitz Partners III Opportunity Fund (WPOPX) management has been with Weitz Partners III Opportunity Fund for 4.2 years
  • Weitz Partners III Opportunity Fund (WPOPX) has good short-term performance (1-year return 49.58% vs 34.15% Large Blend category average)
  • Weitz Partners III Opportunity Fund (WPOPX) has good mid-term performance (3-year return -6.64% vs -7.17% Large Blend category average)
  • Weitz Partners III Opportunity Fund (WPOPX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.07, lower than category average of 20.52
  • Weitz Partners III Opportunity Fund (WPOPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Weitz Partners III Opportunity Fund (WPOPX) What we are cautious about Weitz Partners III Opportunity Fund (WPOPX)

Data for Weitz Partners III Opportunity Fund (WPOPX) as of January 31, 2010

  • Weitz Partners III Opportunity Fund is a focused fund with 46.42% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Weitz Partners III Opportunity Fund (WPOPX) ratio of up-years vs down years can be improved
  • Weitz Partners III Opportunity Fund (WPOPX) has a Morningstar rating of 3 and below
  • Weitz Partners III Opportunity Fund (WPOPX) is less safe compared to its Large Blend peers
  • Weitz Partners III Opportunity Fund (WPOPX) does not have a good risk adjusted return as its 3-year Alpha of -0.52 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.34
  • Weitz Partners III Opportunity Fund (WPOPX) has a higher management fee of 1.35% than its Large Blend average of 1.10%
See Weitz Partners III Opportunity Fund (WPOPX) performance details as of January 31, 2010

  

  

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Weitz Partners III Opportunity Fund (WPOPX) Net Asset

Track net asset change of Weitz Partners III Opportunity fund (WPOPX)

DateNet Asset
01/2010$229.00M
11/2009$216.00M
10/2009$212.00M
More historic net asset information on Weitz Partners III Opportunity Fund (WPOPX)

  

Weitz Partners III Opportunity Fund (WPOPX) Portfolio Allocation

Track portfolio allocation change of Weitz Partners III Opportunity fund (WPOPX)

DateCashStockBondOther
09/200921.62%77.57%0.81%0%
06/200918.96%80.12%0.9%0.02%
03/200916.35%83.97%0.98%0.32%
Click here to see more historic asset allocation information on Weitz Partners III Opportunity Fund (WPOPX)

  

Most Recent Top 10 Holdings in Weitz Partners III Opportunity Fund (WPOPX)

Discover what Weitz Partners III Opportunity Fund (WPOPX) manager is buying

30-Sep-09
Wells Fargo Advantage Govt MMkt I [8.01%]
Berkshire Hathaway Inc. B [7.86%]
Liberty Media Corporation [5.81%]
REDWOOD TR INC [4.77%]
Liberty Media Corporation [4.29%]
Liberty Media Corporation [3.71%]
Liberty Global, Inc. [3.64%]
Microsoft Corporation [2.86%]
Berkshire Hathaway Inc. A [2.79%]
Comcast Corporation [2.68%]

30-Jun-09
Berkshire Hathaway Inc. B [8.06%]
REDWOOD TR INC [5.48%]
Liberty Media Corporation [4.34%]
Liberty Media Corporation [4.07%]
Wells Fargo Advantage Govt MMkt I [3.94%]
WELLPOINT INC. [3.66%]
Liberty Media Corporation [3.14%]
Microsoft Corporation [3.09%]
Liberty Global, Inc. [3.01%]
Berkshire Hathaway Inc. A [2.92%]

31-Mar-09
Berkshire Hathaway Inc. B [9.22%]
REDWOOD TR INC [6.86%]
Wells Fargo Advantage Govt MMkt I [5.83%]
Berkshire Hathaway Inc. A [4.73%]
WELLPOINT INC. [4.14%]
Liberty Media Corporation [3.26%]
CABELAS INC [3.23%]
Microsoft Corporation [3%]
Telephone and Data Systems, Inc. [2.7%]
Comcast Corporation [2.53%]
Click here for Stock Holding Change Map in Weitz Partners III Opportunity Fund (WPOPX)

  

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