Partners Iii Opportunity Fund Quote
| WPOPX Fund | USD 13.59 0.03 0.22% |
PerformanceSolid
| Odds Of DistressLow
|
Partners Iii is trading at 13.59 as of the 19th of July 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 13.62. Partners Iii has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. More on Partners Iii Opportunity
Moving together with Partners Mutual Fund
Partners Mutual Fund Highlights
| Fund Concentration | Weitz Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Weitz (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 24th of October 2022 |
| Fiscal Year End | March |
Partners Iii Opportunity [WPOPX] is traded in USA and was established 19th of July 2025. Partners Iii is listed under Weitz category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Weitz family. This fund at this time has accumulated 442.9 M in net assets with minimum initial investment of 1000 K. Partners Iii Opportunity is currently producing year-to-date (YTD) return of 2.87% with the current yeild of 0.0%, while the total return for the last 3 years was 9.67%.
Check Partners Iii Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Partners Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Partners Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Partners Iii Opportunity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Partners Iii Opportunity Mutual Fund Constituents
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| LH | Laboratory of | Stock | Health Care | |
| XLF | Financial Select Sector | Etf | Financial | |
| V | Visa Class A | Stock | Financials | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| MKL | Markel | Stock | Financials |
Partners Iii Opportunity Risk Profiles
| Mean Deviation | 0.729 | |||
| Semi Deviation | 0.7954 | |||
| Standard Deviation | 1.0 | |||
| Variance | 1.01 |
Partners Iii Against Markets
Other Information on Investing in Partners Mutual Fund
Partners Iii financial ratios help investors to determine whether Partners Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Partners with respect to the benefits of owning Partners Iii security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |