Partners III Opportunity FundWPOIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$313.8M
Expense ratio
1.93%
1-year return
-5.3%
3 years, a year
+7.2%
5 years, a year
+0.4%
Holdings
26
What it aims to do.
The investment objective of the Fund is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-B Berkshire Hathaway Inc. | 16.50% |
| GOOG Alphabet Inc. | 5.94% |
| MSFT Microsoft Corporation | 5.90% |
| TMO Thermo Fisher Scientific Incorporated | 5.48% |
| V Visa Inc. | 5.30% |
| DHR Danaher Corporation | 4.83% |
| MA Mastercard Incorporated | 4.78% |
| AMZN Amazon.Com, Inc. | 4.65% |
| SIRI Sirius Xm Holdings Inc. | 4.63% |
| AON Aon Public Limited Company | 4.63% |
More on WPOIX.
- WPOIX overview
- WPOIX holdings
- WPOIX risk
- WPOIX costs
- WPOIX money in and out
- WPOIX share classes
- Compare WPOIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.