• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.07% Nasdaq Up 0.32%

    Weitz Balanced (WBALX)

    13.13 Up 0.01(0.08%) Aug 28
    Prev Close:13.12
    YTD Return*:0.36%
    Net Assets*:113.29M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for WBALX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BRK.B2.71N/A
    US Treasury Note 0.625%2.64N/A
    FOX2.57N/A
    DISCK2.47N/A
    LBTYK.L2.46N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:113.29M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:0.36%
    5y Avg Return:8.13%
    Rank in Category (ytd):80
    % Rank in Category (ytd):9.46%
    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, asset-backed securities, preferred stock and taxable municipal bonds. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback