WBAIX Mutual Fund

WBAIX Mutual Fund (Weitz Conservative Allocation Fund Institutional Class) is managed by Weitz Funds with $138.8M in net assets. WBAIX expense ratio is 0.70%, holding 175 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-03-29.

WBAIX performance shows a YTD return of 1.83%. The 1-year return is 4.41% and the 5-year return is 2.99%. WBAIX dividend yield stands at 6.57%, paid semi-annually.

WBAIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (3.4%), Danaher Corporation (2.3%), Aon Plc (2.3%), Vulcan Materials Co. (2.3%), Thermo Fisherscientific Inc. (2.3%). 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.