Weitz Balanced Mutual Fund Money Managers
WBAIX Fund | USD 17.85 0.04 0.22% |
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.
Weitz |
Symbol | WBAIX |
Name | Weitz Balanced |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Weitz Balanced Leadership is currently not available.
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Weitz Balanced Net Asset Comparison
Weitz Balanced is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 5.39 Billion. Weitz Balanced holds roughly 207.45 Million in net asset claiming about 4% of funds in Allocation--30% to 50% Equity category.
Weitz Balanced Benchmark Summation
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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 such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.
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.
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