Partners Iii is trading at 13.24 as of the 27th of November 2024; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 13.23. Partners Iii has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Partners Iii Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. 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
Partners Iii Opportunity [WPOIX] is traded in USA and was established 27th of November 2024. 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 no minimum investment requirementsPartners Iii Opportunity is currently producing year-to-date (YTD) return of 18.02%, while the total return for the last 3 years was 2.24%.
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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
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.