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WPVLX Weitz Multi Cap Equity-Investor Cl Forecast, Technical & Fundamental Analysis

Category LargeBlend
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 53%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was 96%

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: 54
Price Growth Rating: 39
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
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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
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WPVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPVLX has been closely correlated with VSTSX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPVLX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPVLX
1D Price
Change %
WPVLX100%
N/A
VSTSX - WPVLX
86%
Closely correlated
+0.69%
VSMPX - WPVLX
86%
Closely correlated
+0.70%
VFFSX - WPVLX
81%
Closely correlated
+0.55%
FWWMX - WPVLX
78%
Closely correlated
+0.82%
FWMMX - WPVLX
78%
Closely correlated
+0.82%
More