WPOPX Weitz Partners III Opportunity Instl Forecast, Technical & Fundamental Analysis

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 Instl MF is 768.98B. The market cap for tickers in the group ranges from 8.18B to 2.01T. AMZN holds the highest valuation in this group at 2.01T. The lowest valued company is LBRDK at 8.18B.

Volume

The average weekly volume growth across all stocks in the Weitz Partners III Opportunity Instl MF was 167%. For the same stocks of the MF, the average monthly volume growth was 141% and the average quarterly volume growth was 131%

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: 66

Price Growth Rating: 37

SMR Rating: 48

Profit Risk Rating: 33

Seasonality Score: -63 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category LongShort

Profile

Fundamentals

Details

	1 Day
MDOEX	9.93	0.01	+0.10%
Morgan Stanley Developing Opportunity I
LMPIX	37.19	-0.07	-0.19%
ClearBridge Appreciation FI
FEICX	36.11	-0.17	-0.47%
Fidelity Advisor Equity Income C
AWTCX	20.59	-0.21	-1.01%
Virtus Duff & Phelps Water C
FRMCX	30.39	-0.42	-1.36%
Franklin Mutual Small-Mid Cap Val A

WPOPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPOPX has been closely correlated with DHLSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPOPX jumps, then DHLSX could also see price increases.

Ticker / NAME	Correlation To WPOPX	1D Price Change %
WPOPX	100%	N/A
DHLSX - WPOPX	89% Closely correlated	-0.30%
NLSCX - WPOPX	62% Loosely correlated	N/A
NLSIX - WPOPX	62% Loosely correlated	N/A
NLSAX - WPOPX	61% Loosely correlated	N/A
DIAMX - WPOPX	48% Loosely correlated	-0.31%
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