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WPOIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$12.14
Change
-$0.01 (-0.08%)
Net Assets
416.1M

WPOIX Weitz Partners III Opportunity Investor Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Long-Short
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA).

Industry description

The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

Market Cap

The average market capitalization across the Weitz Partners III Opportunity Investor MF is 924.91B. The market cap for tickers in the group ranges from 8.84B to 2.47T. GOOG holds the highest valuation in this group at 2.47T. The lowest valued company is LBRDK at 8.84B.

Volume

The average weekly volume growth across all stocks in the Weitz Partners III Opportunity Investor MF was 3%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 62
Price Growth Rating: 43
SMR Rating: 46
Profit Risk Rating: 50
Seasonality Score: -32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com
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WPOIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPOIX has been closely correlated with NLSIX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPOIX jumps, then NLSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPOIX
1D Price
Change %
WPOIX100%
-0.08%
NLSIX - WPOIX
76%
Closely correlated
+0.15%
NLSAX - WPOIX
76%
Closely correlated
+0.15%
NLSCX - WPOIX
75%
Closely correlated
+0.11%
DHLSX - WPOIX
62%
Loosely correlated
-0.20%
DIAYX - WPOIX
61%
Loosely correlated
-0.20%
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