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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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17.89 +0.02 +0.11%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 51.4M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

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WBALX Overview

Find basic information about the Weitz Conservative Allocation Fund - Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change10.1%

Prev. Close17.87

Risk Rating

TTM Yield1.59%

ROE23.14%

IssuerWeitz

Turnover12%

ROA9.26%

Inception Date37895

Total Assets51.4M

Expenses0.85%

Min. Investment2,500

Market Cap139.16B

CategoryAllocation - - 30% to 50% Equity

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Weitz Conservative Allocation Fund - Investor Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1010	1078	1082	1144	1387	1702
Fund Return	1.03%	7.78%	8.22%	4.59%	6.76%	5.46%
Place in category	15	438	34	17	20	23
% in Category	6	94	11	5	7	6

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	582.03M	11.42	4.10	9.59
Weitz Partners III Opportunity Inst	447.87M	14.29	1.32	5.55
Weitz Value Institutional	404.18M	11.56	4.26	9.80
Weitz Partners Value Institutional	371.43M	16.14	3.31	6.61
Weitz Partners Value Investor	248.63M	1.23	5.92	5.66

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	42.92B	6.74	1.69	5.46
Vanguard LifeStrategy Cnsrv Gr Inv	10.56B	7.28	1.03	4.88
Vanguard Tax-Managed Balanced Adm	10.21B	10.11	4.20	7.44
Vanguard Wellesley Income Inv	9.01B	6.68	1.61	5.39
BlackRock Multi-Asset Income Instl	6.02B	7.59	2.14	4.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	2.85	468.01	-0.02%
Microsoft	US5949181045	2.57	426.97	+0.42%
Analog Devices	US0326541051	2.27	211.92	-0.43%
Danaher	US2358511028	2.22	239.63	-0.79%
Thermo Fisher Scientific	US8835561023	2.12	535.46	-1.19%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	17.89	+0.02	+0.11%