Weitz Balanced Fund Analysis
| WBAIX Fund | USD 16.80 0.01 0.06% |
Weitz Balanced's financial leverage is the degree to which the firm utilizes its fixed-income securities and uses equity to finance projects. Companies with high leverage are usually considered to be at financial risk. Weitz Balanced's financial risk is the risk to Weitz Balanced stockholders that is caused by an increase in debt. In other words, with a high degree of financial leverage come high-interest payments, which usually reduce Earnings Per Share (EPS).
Given that Weitz Balanced's debt-to-equity ratio measures a Mutual Fund's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which Weitz Balanced is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of Weitz Balanced to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, Weitz Balanced is said to be less leveraged. If creditors hold a majority of Weitz Balanced's assets, the Mutual Fund is said to be highly leveraged.
Weitz Balanced is fairly valued with Real Value of 16.72 and Hype Value of 16.94. The main objective of Weitz Balanced fund analysis is to determine its intrinsic value, which is an estimate of what Weitz Balanced is worth, separate from its market price. There are two main types of Weitz Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Weitz Balanced. On the other hand, technical analysis, focuses on the price and volume data of Weitz Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Weitz Balanced mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Weitz |
Weitz Mutual Fund Analysis Notes
The fund keeps about 11.42% of net assets in cash. Weitz Balanced last dividend was 0.03 per share. Large Blend For more information please call the company at 800-304-9745.Weitz Balanced Investment Alerts
| The fund keeps about 11.42% of its net assets in cash |
Top Weitz Balanced Mutual Fund Constituents
| AON | Aon PLC | Stock | |
| CHTR | Charter Communications | Stock | |
| DHR | Danaher | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| LH | Laboratory of | Stock | |
| MA | Mastercard | Stock | |
| MSFT | Microsoft | Stock | |
| SCHW | Charles Schwab Corp | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| V | Visa Class A | Stock | |
| VMC | Vulcan Materials | Stock | |
| JPM | JPMorgan Chase Co | Stock |
Weitz Balanced Outstanding Bonds
Weitz Balanced issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Weitz Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Weitz bonds can be classified according to their maturity, which is the date when Weitz Balanced has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Weitz Balanced Predictive Daily Indicators
Weitz Balanced intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Weitz Balanced mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 16.8 | |||
| Day Typical Price | 16.8 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) | |||
| Relative Strength Index | 57.89 |
Weitz Balanced Forecast Models
Weitz Balanced's time-series forecasting models are one of many Weitz Balanced's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Weitz Balanced's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Weitz Balanced Assets Financed by Debt
Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Weitz Balanced's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Weitz Balanced, which in turn will lower the firm's financial flexibility.Weitz Balanced Corporate Bonds Issued
About Weitz Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Weitz Balanced prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Weitz shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Weitz Balanced. By using and applying Weitz Mutual Fund analysis, traders can create a robust methodology for identifying Weitz entry and exit points for their positions.
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25 percent of its total assets in investment-grade debt securities. The fund may invest in the equity securities of issuers of all sizes.
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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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