Partners Value Fund Quote
| WPVIX Fund | USD 37.44 0.28 0.75% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Partners Value is trading at 37.44 as of the 23rd of November 2024; that is 0.75 percent up since the beginning of the trading day. The fund's open price was 37.16. Partners Value has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Partners Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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. More on Partners Value Fund
Moving together with PARTNERS Mutual Fund
| 0.82 | SAFEX | Weitz Ultra Short | PairCorr |
| 0.85 | WBALX | Balanced Fund Balanced | PairCorr |
| 0.84 | WBAIX | Weitz Balanced | PairCorr |
Moving against PARTNERS Mutual Fund
PARTNERS Mutual Fund Highlights
| Fund Concentration | Weitz Funds, Large Blend Funds, Large Blend, Weitz (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 24th of October 2022 |
| Fiscal Year End | March |
Partners Value Fund [WPVIX] is traded in USA and was established 23rd of November 2024. Partners Value 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 554.63 M in net assets with minimum initial investment of 1000 K. Partners Value is currently producing year-to-date (YTD) return of 19.05%, while the total return for the last 3 years was 3.08%.
Check Partners Value 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 PARTNERS 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 PARTNERS 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 Partners Value Fund 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 Partners Value Fund Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| LH | Laboratory of | Stock | Health Care | |
| VMC | Vulcan Materials | Stock | Materials | |
| V | Visa Class A | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| MKL | Markel | Stock | Financials | |
| MA | Mastercard | Stock | Financials |
Partners Value Risk Profiles
| Mean Deviation | 0.5652 | |||
| Semi Deviation | 0.5564 | |||
| Standard Deviation | 0.7627 | |||
| Variance | 0.5817 |
Partners Value Against Markets
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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