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WBAIX Mutual Fund Price & Analysis

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

$16.49
$0.06(0.37%)
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Top 10 Holdings

Name
Weight %
Berkshire Hathaway B
3.37%
Danaher Corporation
2.34%
Aon Plc
2.32%
Vulcan Materials Company
2.32%
Thermo Fisher Scientific
2.31%
USD_CASH
United States of America
2.27%
Martin Marietta Materials
2.25%
Visa Inc.
2.22%
Mastercard Inc
2.20%
Microsoft
2.01%
Total23.60%

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