Balanced Fund Balanced Fund Quote
| WBALX Fund | USD 17.19 0.10 0.59% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Balanced Fund is trading at 17.19 as of the 31st of January 2025; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 17.09. Balanced Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. 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 Balanced Fund Balanced
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Balanced 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 2024 |
| Expense Ratio Date | 24th of October 2022 |
| Fiscal Year End | March |
Balanced Fund Balanced [WBALX] is traded in USA and was established 31st of January 2025. Balanced Fund 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 214.95 M in net assets with no minimum investment requirementsBalanced Fund Balanced is currently producing year-to-date (YTD) return of 1.84% with the current yeild of 0.02%, while the total return for the last 3 years was 3.91%.
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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 Balanced 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 Balanced 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 Balanced Fund 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 Balanced Fund Balanced Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| LH | Laboratory of | Stock | Health Care | |
| VMC | Vulcan Materials | Stock | Materials | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| PX | P10 Inc | Stock | Financials |
Balanced Fund Balanced Risk Profiles
| Mean Deviation | 0.2974 | |||
| Standard Deviation | 0.4846 | |||
| Variance | 0.2348 | |||
| Risk Adjusted Performance | (0.04) |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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