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WPVLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$32.57
Change
+$0.37 (+1.15%)
Net Assets
577.51M

WPVLX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
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-Investor 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-Investor Cl MF was 273%. For the same stocks of the MF, the average monthly volume growth was 245% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

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

Valuation Rating: 80
P/E Growth Rating: 50
Price Growth Rating: 37
SMR Rating: 44
Profit Risk Rating: 33
Seasonality Score: 3 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com