Weitz Balanced Financials
| WBAIX Fund | USD 17.95 0.01 0.06% |
Weitz |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Weitz Balanced Fund Summary
Weitz Balanced competes with Aig Government. The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25 percent of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Weitz Funds |
| Mutual Fund Family | Weitz |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 304 9745 |
| Currency | USD - US Dollar |
Weitz Balanced Key Financial Ratios
Weitz Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Weitz Balanced's current stock value. Our valuation model uses many indicators to compare Weitz Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Weitz Balanced competition to find correlations between indicators driving Weitz Balanced's intrinsic value. More Info.Weitz Balanced is rated fourth in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 517.77 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Weitz Balanced's earnings, one of the primary drivers of an investment's value.Weitz Balanced Systematic Risk
Weitz Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Weitz Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Weitz Balanced correlated with the market. If Beta is less than 0 Weitz Balanced generally moves in the opposite direction as compared to the market. If Weitz Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Weitz Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Weitz Balanced is generally in the same direction as the market. If Beta > 1 Weitz Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Weitz Balanced December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Weitz Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Weitz Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Weitz Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Weitz Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Weitz Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3148 | |||
| Information Ratio | (0.30) | |||
| Maximum Drawdown | 1.8 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.678 |
Other Information on Investing in Weitz Mutual Fund
Weitz Balanced financial ratios help investors to determine whether Weitz Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Weitz with respect to the benefits of owning Weitz Balanced security.
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