WBALX Mutual Fund

WBALX Mutual Fund (Weitz Conservative Allocation Fund Investor Class) is managed by Weitz Funds with $28.5M in net assets. WBALX expense ratio is 0.85%, holding 175 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-10-01.

WBALX performance shows a YTD return of 1.81%. The 1-year return is 4.31% and the 5-year return is 2.84%. WBALX dividend yield stands at 6.48%, paid semi-annually.

WBALX 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 WBALX holdings, WBALX sectors, or WBALX dividends.

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