• FirefoxInstall the new Firefox »
  •  Dow Up 0.21% Nasdaq Up 0.32%

    Weitz Balanced (WBALX)

    14.12 Up 0.01(0.07%) Mar 5
    Prev Close:14.11
    YTD Return*:1.51%
    Net Assets*:129.70M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    BRK.B2.72-2.04
    US Treasury Note 0.625%2.320.27
    QVCA2.250.31
    ESRX2.238.69
    LBTYK.L2.1030.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:129.7M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:1.51%
    5y Avg Return:9.23%
    Rank in Category (ytd):77
    % Rank in Category (ytd):9.85%
    Beta (3y):0.67
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks current income, capital preservation and long-term capital appreciation. The fund invests primarily in a portfolio of equity and debt 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 debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities, preferred stock and taxable municipal bonds. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback