Breaking News

Weitz Conservative Allocation Fund - Investor Class (WBALX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

16.14 +0.05 +0.31%

12/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

Morningstar Rating:
Total Assets: 28.38M

General
Chart
- Streaming Chart
- Interactive Chart
Technical
- Technical Analysis
Forum

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.

Show/Hide News

Technical Chart

Last Update:

1 Day
1 Week
1 Month
3 Months
6 Months
1 Year
5 years
Max

Rating

1-Year Change - 4.1%

Prev. Close16.09

Risk Rating

TTM Yield2.06%

ROE22.56%

IssuerWeitz

Turnover9%

ROA10.03%

Inception Date37895

Total Assets28.38M

Expenses0.85%

Min. Investment2,500

Market Cap131B

CategoryAllocation - - 30% to 50% Equity

What is your sentiment on Weitz Balanced?

Vote to see community's results!

Performance

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

	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	371.72M	-4.38	7.81	9.24
Weitz Partners III Opportunity Inst	317.37M	-1.00	9.93	6.36
Weitz Partners Value Institutional	306.23M	-2.53	10.05	7.18
Weitz Value Institutional	249.87M	-12.04	6.63	8.68
Weitz Partners Value Investor	183.88M	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	3.47	9.25	6.05
Vanguard Tax-Managed Balanced Adm	12.26B	5.71	13.16	8.68
Vanguard Wellesley Income Inv	7.46B	3.44	9.17	5.97
American Funds Income Portfolio A	6.66B	5.02	12.41	7.36
American Funds Tx-Advtg Inc A	4.78B	6.11	13.18	7.87

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway Inc Class B	-	2.95	-	-
Aon	IE00BLP1HW54	2.77	333.23	-0.62%
Thermo Fisher Scientific Inc	-	2.72	-	-
Danaher Corp	-	2.68	-	-
Vulcan Materials Co	-	2.41	-	-

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com India's comments guidelines and agree to the terms described.

I Agree

WBALX Comments

Write your thoughts about Weitz Conservative Allocation Fund - Investor Class

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d56-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d56-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d56-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

Nifty 50	23,853.90	+231.00	+0.98%
BSE Sensex	76,264.33	+736.38	+0.97%
Nifty Bank	57,198.80	+384.00	+0.68%
Nifty 50 Futures	24,108.00	+234.50	+0.98%
US 500	7,567.5	+136.1	+1.83%
FTSE 100	10,430.62	-41.10	-0.39%
Dollar Index	99.325	-0.164	-0.16%

Gold	4,358.09	+119.29	+2.81%
Crude Oil WTI	80.44	-4.44	-5.23%
Brent Oil	83.10	-4.23	-4.84%
Natural Gas	3.130	+0.010	+0.32%
Silver	70.353	+2.379	+3.50%
Copper	812.55	+12.20	+1.52%
MCX Cotton	55,500	0	0.00%

SBI	1,020.85	+3.70	+0.36%
NTPC	348.10	-5.80	-1.64%
ICICI Bank	1,327.60	-13.20	-0.98%
Reliance Industries	1,307.00	+14.00	+1.08%
DLF	614.45	+27.40	+4.67%
Tata Motors Passenger Vehicles	396.40	+6.40	+1.64%
Tata Steel Ltd	197.28	-0.58	-0.29%

USD/INR	94.331	-0.769	-0.81%
EUR/USD	1.1600	+0.0031	+0.27%
GBP/USD	1.3427	+0.0020	+0.15%
USD/JPY	160.24	+0.01	+0.01%
GBP/INR	127.179	-0.312	-0.24%
EUR/INR	109.8690	-0.1590	-0.14%
USD/CAD	1.3985	-0.0005	-0.04%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	16.14	+0.05	+0.31%