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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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17.09 +0.10 +0.59%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 50.51M

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 Change0.06%

Prev. Close16.99

Risk Rating

TTM Yield1.97%

ROE29.41%

IssuerWeitz

Turnover12%

ROA10.84%

Inception Date37895

Total Assets50.51M

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	538.04M	5.44	8.07	10.32
Weitz Partners III Opportunity Inst	427.61M	4.45	3.89	6.32
Weitz Value Institutional	383.16M	5.45	8.23	10.54
Weitz Partners Value Institutional	357.69M	4.59	6.23	7.16
Weitz Partners Value Investor	231.65M	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	40.76B	1.83	2.20	5.40
Vanguard Tax-Managed Balanced Adm	10.59B	1.79	6.28	7.74
Vanguard LifeStrategy Cnsrv Gr Inv	10.25B	1.57	2.52	4.93
Vanguard Wellesley Income Inv	8.5B	1.82	2.13	5.32
BlackRock Multi-Asset Income Instl	5.91B	2.04	3.24	4.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	2.58	511.24	-0.50%
Aon	IE00BLP1HW54	2.53	410.12	+0.24%
Visa A	US92826C8394	2.26	365.76	+0.84%
Accenture	IE00B4BNMY34	2.11	348.58	+0.02%
Mastercard	US57636Q1040	2.11	578.67	+0.41%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	17.09	+0.10	+0.59%