Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), 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. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Bloomberg 3000 Index.
Market Cap
The average market capitalization across the Weitz Multi Cap Equity-Institutional Cl MF is 756.39B. The market cap for tickers in the group ranges from 9.11B to 2.84T. GOOG holds the highest valuation in this group at 2.84T. The lowest valued company is KMX at 9.11B.
Volume
The average weekly volume growth across all stocks in the Weitz Multi Cap Equity-Institutional Cl MF was 10%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 36
Price Growth Rating: 37
SMR Rating: 46
Profit Risk Rating: 36
Seasonality Score: -25 (-100 ... +100)