Partners Value Financials
| WPVLX Fund | USD 36.03 0.12 0.33% |
Partners |
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.
Partners Value Fund Summary
Partners Value competes with Value Fund, Clipper Fund, Longleaf Partners, Meridian Trarian, and Third Avenue. The funds 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 percent 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.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US94904P6097 |
| Business Address | Weitz Funds |
| Mutual Fund Family | Weitz |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 304 9745 |
| Currency | USD - US Dollar |
Partners Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Partners Value's current stock value. Our valuation model uses many indicators to compare Partners Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Partners Value competition to find correlations between indicators driving Partners Value's intrinsic value. More Info.Partners Value Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Partners Value Fund is roughly 10.51 . 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 Partners Value's earnings, one of the primary drivers of an investment's value.Partners Value Systematic Risk
Partners Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Partners Value 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 Partners Value correlated with the market. If Beta is less than 0 Partners Value generally moves in the opposite direction as compared to the market. If Partners Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Partners Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Partners Value is generally in the same direction as the market. If Beta > 1 Partners Value moves generally in the same direction as, but more than the movement of the benchmark.
Partners Value December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Partners Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Partners Value Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Partners Value Fund based on widely used predictive technical indicators. In general, we focus on analyzing Partners Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Partners Value's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7097 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.73 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 1.07 |
Other Information on Investing in Partners Mutual Fund
Partners Value financial ratios help investors to determine whether Partners 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 Partners with respect to the benefits of owning Partners Value security.
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