Alphabet Inc. Rolls Out AI Call Protection Features for Android Users to Combat Scams
WBAIX Fund | USD 17.99 0.04 0.22% |
Slightly above 55% of Weitz Balanced's investor base is interested to short. The analysis of overall sentiment of trading Weitz Balanced mutual fund suggests that many investors are impartial at this time. Weitz Balanced's investing sentiment can be driven by a variety of factors including economic data, Weitz Balanced's earnings reports, geopolitical events, and overall market trends.
Weitz |
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Weitz Balanced Fundamental Analysis
We 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.
One Year Return
One Year Return Comparative Analysis
Weitz Balanced is currently under evaluation in one year return among similar funds. 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.
Weitz Balanced Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Weitz Balanced mutual fund to make a market-neutral strategy. 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 with similar companies.
Peers
Weitz Balanced Related Equities
WCPNX | Core Plus | 0.31 | ||||
WVAIX | Value Fund | 0.24 | ||||
WVALX | Value Fund | 0.23 | ||||
WCPBX | Core Plus | 0.21 | ||||
WBALX | Balanced Fund | 0.11 | ||||
SAFEX | Weitz Ultra | 0.10 | ||||
WNTFX | Nebraska Tax-free | 0.10 | ||||
WSHNX | Short Duration | 0.08 | ||||
WEFIX | Short Duration | 0.08 |
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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