Short Duration Financials
| WEFIX Fund | USD 12.09 0.01 0.08% |
Short |
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.
Short Duration Fund Summary
Short Duration competes with Calvert Large, Guidemark Large, Transamerica Large, American Mutual, and Fidelity Large. 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 debt securities and related derivative instruments. The fund may invest up to 15 percent of its total assets in debt securities which are unrated or non-investment grade .Specialization | Short-Term Bond, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US94904P3029 |
| Business Address | Weitz Funds |
| Mutual Fund Family | Weitz |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 304 9745 |
| Currency | USD - US Dollar |
Short Duration Key Financial Ratios
Short Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Short Duration's current stock value. Our valuation model uses many indicators to compare Short Duration value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Short Duration competition to find correlations between indicators driving Short Duration's intrinsic value. More Info.Short Duration Income 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 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Short Duration Income is roughly 14.18 . 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 Short Duration's earnings, one of the primary drivers of an investment's value.Short Duration January 31, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Short Duration help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Short Duration Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Short Duration Income based on widely used predictive technical indicators. In general, we focus on analyzing Short Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Short Duration's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.089 | |||
| Information Ratio | (0.54) | |||
| Maximum Drawdown | 0.5026 | |||
| Value At Risk | (0.08) | |||
| Potential Upside | 0.0835 |
Other Information on Investing in Short Mutual Fund
Short Duration financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Duration security.
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