Weitz Balanced Fund Quote
| WBAIX Fund | USD 16.91 0.02 0.12% |
PerformanceGood
| Odds Of DistressLow
|
Weitz Balanced is trading at 16.91 as of the 26th of January 2026; that is 0.12 percent down since the beginning of the trading day. The fund's open price was 16.93. Weitz Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 28th of October 2025 and ending today, the 26th of January 2026. 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
Moving together with Weitz Mutual Fund
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 | 31st of December 2025 |
| Expense Ratio Date | 31st of July 2025 |
| Fiscal Year End | March |
Weitz Balanced [WBAIX] is traded in USA and was established 26th of January 2026. 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 213.85 M in net assets with minimum initial investment of 1000 K. Weitz Balanced is currently producing year-to-date (YTD) return of 1.08% with the current yeild of 0.02%, while the total return for the last 3 years was 6.46%.
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.
Weitz Balanced Risk Profiles
| Mean Deviation | 0.3154 | |||
| Standard Deviation | 0.5457 | |||
| Variance | 0.2978 | |||
| Downside Variance | 0.1145 |
Weitz Balanced Against Markets
Weitz Mutual Fund Analysis Notes
The fund keeps about 11.42% of net assets in cash. Weitz Balanced last dividend was 0.03 per share. Large Blend For more information please call the company at 800-304-9745.Weitz Balanced Investment Alerts
| The fund keeps about 11.42% of its net assets in cash |
Top Weitz Balanced Mutual Fund Constituents
| AON | Aon PLC | Stock | |
| CHTR | Charter Communications | Stock | |
| DHR | Danaher | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| LH | Laboratory of | Stock | |
| MA | Mastercard | Stock | |
| MSFT | Microsoft | Stock | |
| SCHW | Charles Schwab Corp | Stock | |
| TMO | Thermo Fisher Scientific | Stock | |
| V | Visa Class A | Stock | |
| VMC | Vulcan Materials | Stock | |
| JPM | JPMorgan Chase Co | Stock |
Weitz Balanced Outstanding Bonds
Weitz Balanced issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Weitz Balanced uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Weitz bonds can be classified according to their maturity, which is the date when Weitz Balanced has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| Valero Energy Partners Corp BondUS91914JAA07 | View |
Weitz Balanced Predictive Daily Indicators
Weitz Balanced intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Weitz Balanced mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 16.91 | |||
| Day Typical Price | 16.91 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 63.77 |
Weitz Balanced Forecast Models
Weitz Balanced's time-series forecasting models are one of many Weitz Balanced's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Weitz Balanced's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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