Weitz Balanced Mutual Fund Money Managers

WBAIX Fund  USD 16.77  0.01  0.06%   
Break down of Weitz Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Weitz Balanced's future under-performance.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Weitz Balanced. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Symbol  WBAIX
Name  Weitz Balanced
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Weitz Balanced Leadership is currently not available.

If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.

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.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  

Weitz Balanced Net Asset Comparison

Weitz Balanced is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 12.99 Billion. Weitz Balanced claims roughly 217.96 Million in net asset contributing just under 2% to funds in Allocation--30% to 50% Equity category.

Weitz Balanced Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Weitz Balanced Price Series Summation is a cross summation of Weitz Balanced price series and its benchmark/peer.

About Weitz Balanced Management Performance

The success or failure of an entity such as Weitz Balanced often depends on how effective the management is. Weitz Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Weitz management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Weitz management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The fund may invest in the equity securities of issuers of all sizes.
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.

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.
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences