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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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17.09 -0.10 -0.58%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 50.44M

Type: Fund

Market: United States

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 Change2.2%

Prev. Close17.19

Risk Rating

TTM Yield1.68%

ROE28.35%

IssuerN/A

Turnover27%

ROA10.44%

Inception Date37895

Total Assets50.44M

Expenses0.85%

Min. Investment2,500

Market Cap134.25B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1094	1020	1115	1111	1340	1754
Fund Return	9.36%	2.05%	11.49%	3.58%	6.03%	5.78%
Place in category	292	175	413	88	47	23
% in Category	69	44	95	18	12	8

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	563.51M	12.66	4.09	9.39
Weitz Partners III Opportunity Inst	434.09M	16.26	1.89	5.58
Weitz Value Institutional	401.25M	12.84	4.25	9.60
Weitz Partners Value Institutional	358.49M	15.80	2.55	6.33
Weitz Partners Value Investor	234.31M	22.58	6.18	6.64

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	40.46B	5.97	1.08	5.26
Vanguard Tax-Managed Balanced Adm	10.36B	12.17	4.21	7.50
Vanguard LifeStrategy Cnsrv Gr Inv	10.18B	7.54	0.93	4.82
Vanguard Wellesley Income Inv	8.5B	5.92	1.01	5.19
BlackRock Multi-Asset Income Instl	5.89B	7.39	1.79	4.27

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	2.60	472.56	+0.70%
Danaher	US2358511028	2.44	222.84	-0.40%
Aon	IE00BLP1HW54	2.42	370.38	+0.99%
Thermo Fisher Scientific	US8835561023	2.26	607.12	+6.84%
Mastercard	US57636Q1040	2.17	572.01	+4.23%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	17.09	-0.10	-0.58%