WVALX Rating, Research - Weitz Value

Weitz Value (wvalx)

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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 = 20

Threats + Weaknesses = 20

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds a ??multi-cap? fund and may invest in securities of any market capitalization. It tries to buy shares of the company??s stock at a significant discount to what the adviser deems as its ??private market value.? The fund invests with a 3-5 year time horizon. It anticipates that the stock price will rise as the value of the business grows and as the valuation discount narrows. The funds non-diversified.

Management Analysis Update

Performance Analysis Update