WBALX Mutual Fund (Weitz Conservative Allocation Fund Investor Class) is managed by Weitz Funds with $28.6M in net assets. WBALX expense ratio is 0.85%, holding 175 positions across sectors including Financials, Other, Unknown. Inception date: 2003-10-01.

WBALX performance shows a YTD return of -0.66%. The 1-year return is 2.43% and the 5-year return is 2.95%. WBALX dividend yield stands at 6.58%, paid semi-annually.

WBALX top holdings include Berkshire Hathaway, Inc. (3.4%), Danaher Corp. (2.3%), Aon Plc (2.3%), Vulcan Materials Co. (2.3%), Thermo Fisher (2.3%). View all WBALX holdings, sector breakdown, or dividend history.

WBALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.