Partners Value Fund Fundamentals
| WPVLX Fund | USD 36.03 0.12 0.33% |
Partners Value Fund fundamentals help investors to digest information that contributes to Partners Value's financial success or failures. It also enables traders to predict the movement of Partners Mutual Fund. The fundamental analysis module provides a way to measure Partners Value's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Partners Value mutual fund.
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Partners Value Fund Mutual Fund Three Year Return Analysis
Partners Value's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Partners Value Three Year Return | 4.70 % |
Most of Partners Value's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Partners Value Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Partners Value Fund has a Three Year Return of 4.7015%. This is much higher than that of the Weitz family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
Partners Value Fundamental Drivers 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 Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Partners Value's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Partners Value could also be used in its relative valuation, which is a method of valuing Partners Value by comparing valuation metrics of similar companies.Partners Value is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Partners Value
The fund consists of 97.68% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Partners Value's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Partners Fundamentals
| Price To Earning | 18.82 X | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.66 X | |||
| Total Asset | 235.21 M | |||
| Year To Date Return | 20.58 % | |||
| One Year Return | 26.22 % | |||
| Three Year Return | 4.70 % | |||
| Five Year Return | 8.72 % | |||
| Ten Year Return | 7.97 % | |||
| Net Asset | 554.63 M | |||
| Cash Position Weight | 2.33 % | |||
| Equity Positions Weight | 97.68 % |
About Partners Value Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Partners Value Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Partners Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Partners Value Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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