WBAIX Mutual Fund

WBAIX Mutual Fund (Weitz Conservative Allocation Fund Institutional Class) is managed by Weitz Funds with $131.2M in net assets. WBAIX expense ratio is 0.70%, holding 192 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-03-29.

WBAIX performance shows a YTD return of 2.87%. The 1-year return is 3.76% and the 5-year return is 3.02%. WBAIX dividend yield stands at 6.50%, paid semi-annually.

WBAIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (3.0%), Visa Inc Class A (2.6%), Danaher Corporation (2.5%), Thermo Fisherscientific Inc. (2.5%), Vulcan Materials Co. (2.5%). Go to all WBAIX holdings, WBAIX sectors, or WBAIX dividends.

WBAIX can be compared against other funds. Use WBAIX overlap to find shared positions, or WBAIX vs another fund for a side-by-side view. WBAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.