WBALX - Weitz Balanced

Nasdaq - Nasdaq Delayed Price. Currency in USD
+0.02 (+0.14%)
At close: 8:00PM EDT
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Previous Close13.97
YTD Return3.21%
Expense Ratio (net)1.00%
CategoryAllocation--30% to 50% Equity
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingAbove Average
Sustainability Rating
Net Assets122.57M
Beta (3y)0.75
5y Average ReturnN/A
Holdings Turnover40.00%
Last Dividend0.03
Average for CategoryN/A
Inception DateOct 1, 2003
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