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WPOIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$12.16
Change
-$0.06 (-0.49%)
Net Assets
440.27M

WPOIX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA).

Industry description

The investment seeks capital appreciation. The fund’s 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. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

Market Cap

The average market capitalization across the Weitz Partners III Opportunity Investor MF is 828.86B. The market cap for tickers in the group ranges from 8.18B to 2.43T. AMZN holds the highest valuation in this group at 2.43T. The lowest valued company is LBRDK at 8.18B.

Volume

The average weekly volume growth across all stocks in the Weitz Partners III Opportunity Investor MF was 65%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 57
Price Growth Rating: 32
SMR Rating: 47
Profit Risk Rating: 33
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com