WPVLX Rating, Research - Weitz Partners Value

Weitz Partners Value (wpvlx)

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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 = 18

Threats + Weaknesses = 19

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; income is a secondary consideration. The funds a feeder fund that invests all of its assets in Master Basic Value LLC. It invests primarily in equity securities (see equity research) that fund management believes are undervalued. The fund management places particular emphasis on companies with below average price/earnings ratios that may pay above average dividends. It invests primarily in common stock of U.S. companies and invests in companies with market capitalizations of over $5 billion.

Management Analysis Update

Performance Analysis Update