Weitz Balanced Fund Manager Performance Evaluation
| WBAIX Fund | USD 15.90 0.15 0.06% |
The entity maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Weitz Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Weitz Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Weitz Balanced are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Weitz Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 0.7000 |
Weitz |
Weitz Balanced Relative Risk vs. Return Landscape
If you would invest 1,591 in Weitz Balanced on October 31, 2025 and sell it today you would earn a total of 90.00 from holding Weitz Balanced or generate 5.66% return on investment over 90 days. Weitz Balanced is currently producing 0.0918% returns and takes up 0.5586% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Weitz, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Weitz Balanced Current Valuation
Overvalued
Today
Please note that Weitz Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Weitz Balanced maintains a prevalent Real Value of $16.13 per share. The last-minute price of the fund is $16.81. We determine the value of Weitz Balanced from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Weitz Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Weitz Mutual Fund. However, Weitz Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.81 | Real 16.13 | Hype 16.81 | Naive 16.88 |
The intrinsic value of Weitz Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Weitz Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Weitz Balanced helps investors to forecast how Weitz mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Weitz Balanced more accurately as focusing exclusively on Weitz Balanced's fundamentals will not take into account other important factors: Weitz Balanced Target Price Odds to finish over Current Price
The tendency of Weitz Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.81 | 90 days | 16.81 | about 19.48 |
Based on a normal probability distribution, the odds of Weitz Balanced to move above the current price in 90 days from now is about 19.48 (This Weitz Balanced probability density function shows the probability of Weitz Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Weitz Balanced has a beta of 0.47. This entails as returns on the market go up, Weitz Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Weitz Balanced will be expected to be much smaller as well. Additionally Weitz Balanced has an alpha of 0.0577, implying that it can generate a 0.0577 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Weitz Balanced Price Density |
| Price |
Predictive Modules for Weitz Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Weitz Balanced. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Weitz Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Weitz Balanced is not an exception. The market had few large corrections towards the Weitz Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Weitz Balanced, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Weitz Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 0.43 | |
Ir | Information ratio | 0.05 |
Weitz Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Weitz Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Weitz Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps about 11.42% of its net assets in cash |
Weitz Balanced Fundamentals Growth
Weitz Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Weitz Balanced, and Weitz Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Weitz Mutual Fund performance.
| Total Asset | 172.18 M | |||
About Weitz Balanced Performance
Evaluating Weitz Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Weitz Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Weitz Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks long-term capital appreciation, capital preservation and current income. Balanced Fund is traded on NASDAQ Exchange in the United States.Things to note about Weitz Balanced performance evaluation
Checking the ongoing alerts about Weitz Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Weitz Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 11.42% of its net assets in cash |
- Analyzing Weitz Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Weitz Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Weitz Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Weitz Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Weitz Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Weitz Balanced's mutual fund. These opinions can provide insight into Weitz Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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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