Weitz Investment Large Cap Equity Fund Added IDEX Corporation As It Trades at a Discount To The Business Value Estimates
| IMIDX Fund | USD 27.22 0.20 0.74% |
Slightly above 51% of Congress Mid's investor base is interested to short. The analysis of overall sentiment of trading Congress Mid Cap mutual fund suggests that many investors are impartial at this time. Congress Mid's investing sentiment can be driven by a variety of factors including economic data, Congress Mid's earnings reports, geopolitical events, and overall market trends.
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Weitz Investment Management, an investment management firm, released its Large Cap Equity Fund third-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the third quarter, the funds Institutional Class returned 7.84 percent compared to a 6.08 percent return for the Russell 1000 Index. As AI fever subsided, stock gains were widespread. Value
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Congress Mid Fundamental Analysis
We analyze Congress Mid's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Congress Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Congress Mid based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Congress Mid is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Congress Mid Cap Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Congress Mid mutual fund to make a market-neutral strategy. Peer analysis of Congress Mid could also be used in its relative valuation, which is a method of valuing Congress Mid by comparing valuation metrics with similar companies.
Peers
Congress Mid Related Equities
| CMIDX | Congress Mid | 0.73 | ||||
| WFAIX | Wells Fargo | 0.43 | ||||
| POLIX | Polen Growth | 0.16 | ||||
| SBHAX | Segall Bryant | 0.25 | ||||
| DHLTX | Diamond Hill | 0.94 |
Other Information on Investing in Congress Mutual Fund
Congress Mid financial ratios help investors to determine whether Congress Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Congress with respect to the benefits of owning Congress Mid security.
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