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WVAIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$55.96
Change
-$0.33 (-0.59%)
Net Assets
961.79M

WVAIX Weitz Large Cap Equity-Institutional 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), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks capital appreciation. 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 large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Market Cap

The average market capitalization across the Weitz Large Cap Equity-Institutional Cl MF is 531.34B. The market cap for tickers in the group ranges from 36.1B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is VMC at 36.1B.

Volume

The average weekly volume growth across all stocks in the Weitz Large Cap Equity-Institutional Cl MF was -1%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 45
Price Growth Rating: 38
SMR Rating: 50
Profit Risk Rating: 24
Seasonality Score: 9 (-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
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WVAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WVAIX has been closely correlated with VFFSX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if WVAIX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WVAIX
1D Price
Change %
WVAIX100%
-0.59%
VFFSX - WVAIX
78%
Closely correlated
-0.39%
FWWMX - WVAIX
72%
Closely correlated
-0.77%
FWMMX - WVAIX
72%
Closely correlated
-0.77%
RWMFX - WVAIX
72%
Closely correlated
-0.78%
RWEBX - WVAIX
72%
Closely correlated
-0.78%
More