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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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16.41 -0.01 -0.06%

14/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

Morningstar Rating:
Total Assets: 28.61M

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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 - 3.24%

Prev. Close16.42

Risk Rating

TTM Yield2.06%

ROE22.56%

IssuerWeitz

Turnover9%

ROA10.03%

Inception Date37895

Total Assets28.61M

Expenses0.85%

Min. Investment2,500

Market Cap131B

CategoryAllocation - - 30% to 50% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1006	1025	1024	1195	1263	1844
Fund Return	0.6%	2.47%	2.43%	6.1%	4.78%	6.31%
Place in category	212	121	214	206	134	81
% in Category	98	44	100	100	61	47

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	382.41M	-5.93	4.75	9.26
Weitz Partners III Opportunity Inst	334.47M	-0.62	7.90	6.58
Weitz Partners Value Institutional	319.26M	-1.01	7.81	7.49
Weitz Value Institutional	259.03M	-12.04	6.63	8.68
Weitz Partners Value Investor	188.74M	0.52	9.40	8.09

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

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	40.6B	3.31	8.44	5.80
Vanguard Tax-Managed Balanced Adm	12.26B	6.29	12.02	8.65
Vanguard Wellesley Income Inv	7.46B	3.27	8.37	5.72
American Funds Income Portfolio A	6.72B	5.29	11.63	7.19
American Funds Tx-Advtg Inc A	4.98B	7.25	12.44	7.86

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway Inc Class B	-	2.95	-	-
Aon	IE00BLP1HW54	2.77	358.89	-2.30%
Thermo Fisher Scientific Inc	-	2.72	-	-
Danaher Corp	-	2.68	-	-
Vulcan Materials Co	-	2.41	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	16.41	-0.01	-0.06%