WEHIX Rating, Research - Weitz Hickory

Weitz Hickory (wehix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 2

Threats + Weaknesses = 1

When strengths & opportunities substantially exceed threats & weaknesses an investment in the wehix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Weitz Hickory (WEHIX) Description: WEHIX is a mutual fund, which is an investment that owns a basket of assets. The WEHIX mutual fund was provided by Weitz and this investment vehicle derives the majority of its value from equity holdings (stocks). Weitzs mutual fund has a medium management tenure and is in the average fund size classification. WEHIXs minimum initial investment amount is $2500 while the IRA minimum is $2500. WEHIXs expense ratio is roughly 1%. The latest WEHIXs front end load was 0% and the back end load was 0%. The Weitz Hickory (WEHIX) mutual fund falls under the mid-cap mixed category. WEHIX focuses its investments in USA and WEHIX is not affiliated with a particular industry or fund sector. The Weitz Hickory (WEHIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WEHIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WEHIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities (see equity research) of mid-capitalization companies. Mid-capitalization companies are those companies with market capitalizations within the range of companies included in the S&P Mid-Cap 400® Index, or within the range of companies included in the Russell Mid-cap® Index. The fund may use futures and/or exchange-traded funds (ETFs) to manage cash and can lend securities with a value of up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions.

Management Analysis Update

Weitz Hickory has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update