Notable companies
The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA).
Industry description
The investment seeks long-term capital appreciation, capital preservation and current income.
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities. The fund may invest in the equity securities of issuers of all sizes.
Market Cap
The average market capitalization across the Weitz Conservative Allocation-Inv Cl MF is 516.13B. The market cap for tickers in the group ranges from 26.35B to 693.57B. V holds the highest valuation in this group at 693.57B. The lowest valued company is LH at 26.35B.
Volume
The average weekly volume growth across all stocks in the Weitz Conservative Allocation-Inv Cl MF was -2%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -45%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 64
Price Growth Rating: 43
SMR Rating: 44
Profit Risk Rating: 55
Seasonality Score: -35 (-100 ... +100)