Weitz Balanced Fund Quote
| WBAIX Fund | USD 17.99 0.04 0.22% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Weitz Balanced is trading at 17.99 as of the 30th of November 2024; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 17.95. Weitz Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Weitz Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25 percent of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. More on Weitz Balanced
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Weitz Mutual Fund Highlights
| Fund Concentration | Weitz Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Weitz, Large Blend, Allocation--30% to 50% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 24th of October 2022 |
| Fiscal Year End | March |
Weitz Balanced [WBAIX] is traded in USA and was established 30th of November 2024. Weitz Balanced is listed under Weitz category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Weitz family. This fund at this time has accumulated 207.45 M in net assets with minimum initial investment of 1000 K. Weitz Balanced is currently producing year-to-date (YTD) return of 8.71% with the current yeild of 0.02%, while the total return for the last 3 years was 3.06%.
Check Weitz Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Weitz Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Weitz Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Weitz Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Weitz Balanced Mutual Fund Constituents
| AON | Aon PLC | Stock | Financials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| DHR | Danaher | Stock | Health Care | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| LH | Laboratory of | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Weitz Balanced Risk Profiles
| Mean Deviation | 0.2422 | |||
| Semi Deviation | 0.1815 | |||
| Standard Deviation | 0.3299 | |||
| Variance | 0.1088 |
Weitz Balanced Against Markets
Other Information on Investing in Weitz Mutual Fund
Weitz Balanced financial ratios help investors to determine whether Weitz Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Weitz with respect to the benefits of owning Weitz Balanced security.
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