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 Dow Up 0.13% Nasdaq Down 0.10%

Weitz Balanced (WBALX)

14.09 Down 0.01(0.07%) Jul 28
Prev Close:14.10
YTD Return*:2.85%
Net Assets*:147.81M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WBALX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BRK.B2.477.32
LINTA2.290.82
MLM2.2732.88
ESRX2.16-1.67
RWT2.135.99

Fund Basics

Morningstar Overall Rating:
Total Assets:147.81M
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:2.85%
5y Avg Return:12.18%
Rank in Category (ytd):94
% Rank in Category (ytd):12.84%
Beta (3y):0.78
Morningstar Risk Rating:5

Fund Summary

The investment seeks regular current income, capital preservation and long-term capital appreciation. The fund invests primarily in a portfolio of equity and fixed income securities. It normally invests at least 25% of its total assets in common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade fixed income securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities, preferred stock and taxable municipal bonds. It is non-diversified. View More
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