Balanced Fund - Institutional Class (WBAIX)
The Balanced Fund - Institutional Class (WBAIX) is a mutual fund that aims to provide a balanced portfolio of both stocks and bonds for institutional investors. This fund is designed to offer a mix of growth and income potential, making it suitable for investors with a moderate risk tolerance. With a focus on long-term capital appreciation and income generation, WBAIX may be a suitable option for those looking for a well-diversified investment option.
WBAIX Mutual Fund Chart & Stats
$17.09
At close: 4:00 PM EDT- Previous Close
- $17.09
- Sub-Category
- Asset Allocation
- Total Liabilities
- $237.16K
- Expense Ratio
- 0.70%
- Holding Count
- 174
- Brand
- Weitz Funds
- Category
- Balanced
- Total Assets
- 167.51M
- Shares Outstanding
- N/A
- 52-Week Range
- $15.97 - $17.34
WBAIX Mutual Fund News
Top 10 Holdings
| Name | Weight % |
|---|---|
| BRK.BBerkshire Hathaway B | 2.99% |
| VVisa Inc. | 2.56% |
| DHRDanaher Corporation | 2.51% |
| TMOThermo Fisher Scientific | 2.47% |
| VMCVulcan Materials Company | 2.47% |
| AONAon Plc | 2.38% |
| MLMMartin Marietta Materials | 2.36% |
| MAMastercard Inc | 2.30% |
| USD_CASHUNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT | 2.30% |
| LHLabcorp Holdings Inc. | 2.14% |
| Total | 24.49% |
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