Value Fund Value Fund Quote

WVALX Fund  USD 52.84  0.54  1.01%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Value Fund is trading at 52.84 as of the 1st of March 2025; that is 1.01 percent down since the beginning of the trading day. The fund's open price was 53.38. Value Fund has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
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 large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. More on Value Fund Value

Moving together with Value Mutual Fund

  0.98WBALX Balanced Fund BalancedPairCorr
  0.96WBAIX Weitz BalancedPairCorr

Moving against Value Mutual Fund

  0.51SAFEX Weitz Ultra ShortPairCorr
  0.37WSHNX Short Duration IncomePairCorr
  0.32WEFIX Short Duration IncomePairCorr

Value Mutual Fund Highlights

Fund ConcentrationWeitz Funds, Large Blend Funds, Large Blend, Weitz (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date24th of October 2022
Fiscal Year EndMarch
Value Fund Value [WVALX] is traded in USA and was established 1st of March 2025. Value Fund is listed under Weitz category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Weitz family. This fund at this time has accumulated 849.78 M in net assets with no minimum investment requirementsValue Fund Value is currently producing year-to-date (YTD) return of 1.58%, while the total return for the last 3 years was 8.8%.
Check Value Fund Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Value Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Value Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Value Fund Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Value Fund Value Mutual Fund Constituents

FOXAFox Corp ClassStockCommunication Services
KMXCarMax IncStockConsumer Discretionary
VMCVulcan MaterialsStockMaterials
VVisa Class AStockFinancials
TMOThermo Fisher ScientificStockHealth Care
SCHWCharles Schwab CorpStockFinancials
PXP10 IncStockFinancials
ORCLOracleStockInformation Technology
More Details

Value Fund Value Risk Profiles

Value Fund Against Markets

Other Information on Investing in Value Mutual Fund

Value Fund financial ratios help investors to determine whether Value 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 Value with respect to the benefits of owning Value Fund security.
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