WBALX Mutual Fund
WBALX Mutual Fund
NAV$16.39
AUM$28M
TER0.85%
Holdings192
See how much of WBALX you already own
WBALX Mutual Fund
NAV$16.39
Weitz Conservative Allocation Fund Investor Class
AUM$28M
TER0.85%
Holdings192
See how much of WBALX you already own
WBALX Mutual Fund Sector Allocation
WBALX sector allocation breaks down across Financials (43.4%), Information Technology (11.2%), Industrials (9.9%), Health Care (8.5%), Materials (6.7%). Across 192 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WBALX sector exposure is important for understanding concentration risk. With Financials at 43.4%, the fund has significant sector concentration.
WBALX by country shows geographic exposure. WBALX overlap reveals how sector exposure compares with other funds.