WPVIX Weitz Multi Cap Equity-Institutional Cl Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), 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. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Russell 3000 Index.

Market Cap

The average market capitalization across the Weitz Multi Cap Equity-Institutional Cl MF is 540.32B. The market cap for tickers in the group ranges from 13.76B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is KMX at 13.76B.

Volume

The average weekly volume growth across all stocks in the Weitz Multi Cap Equity-Institutional Cl MF was 176%. For the same stocks of the MF, the average monthly volume growth was 172% and the average quarterly volume growth was 145%

Fundamental Analysis Ratings

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

Valuation Rating: 82

P/E Growth Rating: 64

Price Growth Rating: 42

SMR Rating: 44

Profit Risk Rating: 34

Seasonality Score: -49 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category LargeBlend

Profile

Fundamentals

Details

	1 Day
VCRIX	13.83	0.09	+0.66%
NYLI CBRE Global Infrastructure Class I
JACCX	40.54	N/A	N/A
Janus Henderson Forty C
CAPOX	10.42	-0.01	-0.10%
Absolute Capital Opportunities Instl
BRUHX	17.14	-0.05	-0.29%
MFS Blended Research Value Equity I
NTIAX	15.57	-0.11	-0.70%
Columbia Mid Cap Index A

WPVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPVIX has been closely correlated with VSTSX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPVIX jumps, then VSTSX could also see price increases.

Ticker / NAME	Correlation To WPVIX	1D Price Change %
WPVIX	100%	N/A
VSTSX - WPVIX	88% Closely correlated	-0.25%
VFINX - WPVIX	61% Loosely correlated	-0.19%
VFIAX - WPVIX	61% Loosely correlated	-0.19%
VFFSX - WPVIX	61% Loosely correlated	-0.20%
FXAIX - WPVIX	60% Loosely correlated	-0.19%
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