Weitz Balanced Fund One Year Return
| WBAIX Fund | USD 17.85 0.04 0.22% |
Weitz Balanced fundamentals help investors to digest information that contributes to Weitz Balanced's financial success or failures. It also enables traders to predict the movement of Weitz Mutual Fund. The fundamental analysis module provides a way to measure Weitz Balanced'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 Weitz Balanced mutual fund.
Weitz |
Weitz Balanced Mutual Fund One Year Return Analysis
Weitz Balanced's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Weitz Balanced One Year Return | 11.31 % |
Most of Weitz Balanced's fundamental indicators, such as One 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, Weitz Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Weitz Balanced has an One Year Return of 11.3106%. This is much higher than that of the Weitz family and significantly higher than that of the Allocation--30% to 50% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Weitz One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Weitz Balanced's direct or indirect competition against its One 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 Weitz Balanced could also be used in its relative valuation, which is a method of valuing Weitz Balanced by comparing valuation metrics of similar companies.Weitz Balanced is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Weitz Balanced
The fund invests 47.25% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (38.58%) , cash (11.42%) and various exotic instruments.Asset allocation divides Weitz Balanced'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.
Weitz Fundamentals
| Total Asset | 155.24 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 8.71 % | ||||
| One Year Return | 11.31 % | ||||
| Three Year Return | 3.06 % | ||||
| Five Year Return | 6.15 % | ||||
| Ten Year Return | 6.79 % | ||||
| Net Asset | 207.45 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 11.42 % | ||||
| Equity Positions Weight | 47.25 % | ||||
| Bond Positions Weight | 38.58 % |
About Weitz Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Weitz Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Weitz Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Weitz Balanced 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.
Also Currently Popular
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 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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |