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WBAIX
Balanced Fund - Institutional Class
Analysis
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

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

Previous Close$17.22
Sub-CategoryAsset Allocation
Total Liabilities206.01K
Last Dividend Ex-Date
Dec 13, 2023
Expense Ratio0.70%
Holding Count201
Brandweitz funds
Dividend Yield
0.15 (0.96%)
CategoryBalanced
Total Assets221.92M
Shares OutstandingN/A
52-Week Range$15.63 - $17.27

WBAIX Mutual Fund News

Why Buffett Is Hoarding Cash and How You Can Follow Him
PremiumMarket News
Why Buffett Is Hoarding Cash and How You Can Follow Him
1d ago
KO
AXP
Microsoft (NASDAQ:MSFT) Challenges Nvidia with AMD AI Chips on Azure
PremiumMarket News
Microsoft (NASDAQ:MSFT) Challenges Nvidia with AMD AI Chips on Azure
2d ago
AMD
MSFT
Nvidia Stock (NASDAQ:NVDA): Is It a Buy at 71.3x Earnings?
PremiumMarket News
Nvidia Stock (NASDAQ:NVDA): Is It a Buy at 71.3x Earnings?
3d ago
AMD
AMZN
Macquarie ‘highly encouraged’ by Microsoft adding Call of Duty to Game Pass
PremiumThe Fly
Macquarie ‘highly encouraged’ by Microsoft adding Call of Duty to Game Pass
3d ago
MSFT

Top 10 Holdings

Name
Weight %
BRK.B
Berkshire Hathaway B
2.82%
MSFT
Microsoft
2.54%
ADI
Analog Devices, Inc.
2.24%
DHR
Danaher Corporation
2.19%
TMO
Thermo Fisher Scientific
2.09%
VMC
Vulcan Materials Company
2.05%
MLM
Martin Marietta Materials
2.03%
MA
Mastercard Inc
2.02%
V
Visa Inc.
2.00%
ACN
Accenture Plc
1.90%
Total21.87%
Go to Holdings >

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