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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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16.88 -0.02 -0.12%

16/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 41.41M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

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WBALX Overview

Find basic information about the Weitz Conservative Allocation Fund - Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.82%

Prev. Close16.9

Risk Rating

TTM Yield1.97%

ROE29.41%

IssuerWeitz

Turnover12%

ROA10.84%

Inception Date37895

Total Assets41.41M

Expenses0.85%

Min. Investment2,500

Market Cap139.21B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1014	1078	1113	1316	1791
Fund Return	1.9%	1.42%	7.77%	3.64%	5.64%	6%
Place in category	176	353	379	84	52	20
% in Category	35	79	85	18	12	8

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	448.19M	-0.41	13.30	9.85
Weitz Partners III Opportunity Inst	350.33M	3.17	12.06	6.71
Weitz Partners Value Institutional	337.99M	3.22	12.15	7.68
Weitz Value Institutional	307.38M	-0.23	13.48	10.06
Weitz Partners Value Investor	206.96M	4.59	6.04	6.93

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	40.64B	11.09	8.03	6.24
Vanguard Tax-Managed Balanced Adm	11.52B	11.28	12.98	8.40
Vanguard Wellesley Income Inv	7.77B	10.98	7.94	6.16
American Funds Income Portfolio A	6.45B	14.26	10.99	7.40
Hartford Balanced Income A	4.65B	10.77	8.22	6.66

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	2.58	493.29	+0.14%
Aon	IE00BLP1HW54	2.53	343.86	-0.28%
Visa A	US92826C8394	2.26	328.30	+0.17%
Accenture	IE00B4BNMY34	2.11	286.21	-0.54%
Mastercard	US57636Q1040	2.11	539.49	-0.58%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Neutral	Neutral
Technical Indicators	Strong Buy	Sell	Strong Sell
Summary	Strong Buy	Neutral	Sell

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Recent Quotes

Name	Price	Chg.	Chg. %
Weitz Balanced	16.88	-0.02	-0.12%
Actigober SA de C.	8.627	+0.001	+0.01%
ADVr	0.4750	+0.0040	+0.85%
DNMEYER	18.95	0.00	0.00%