WBALX Weitz Conservative Allocation-Inv Cl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Mastercard (NYSE:MA), Analog Devices (NASDAQ:ADI), Accenture PLC (NYSE:ACN).

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.

The average market capitalization across the Weitz Conservative Allocation-Inv Cl MF is 519.51B. The market cap for tickers in the group ranges from 33.6B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is MLM at 33.6B.

The average weekly volume growth across all stocks in the Weitz Conservative Allocation-Inv Cl MF was -13%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -31%