WBALX Mutual Fund
WBALX Mutual Fund
NAV$16.79
AUM$28M
TER0.85%
Holdings175
See how much of WBALX you already own
WBALX Mutual Fund
NAV$16.79
Weitz Conservative Allocation Fund Investor Class
AUM$28M
TER0.85%
Holdings175
See how much of WBALX you already own
WBALX Mutual Fund Sector Allocation
WBALX sector allocation breaks down across Financials (44.8%), Information Technology (11.5%), Industrials (11.2%), Health Care (7.6%), Materials (6.3%). Across 175 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WBALX sector exposure is important for understanding concentration risk. With Financials at 44.8%, the fund has significant sector concentration.
WBALX by country shows geographic exposure. WBALX overlap reveals how sector exposure compares with other funds.