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WVALX
Mutual Fund ticker: NASDAQ
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WVALX price forecast, quote, news & analysis

Category: @Large Blend
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-Investor Cl MF is 531.35B. 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-Investor Cl MF was 40%. For the same stocks of the MF, the average monthly volume growth was 69% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 45
Price Growth Rating: 46
SMR Rating: 50
Profit Risk Rating: 25
Seasonality Score: 31 (-100 ... +100)
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A.I.Advisor
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General Information

Category LargeBlend

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