WBAIX Mutual Fund (Weitz Conservative Allocation Fund Institutional Class) is managed by Weitz Funds with $133.0M in net assets. WBAIX expense ratio is 0.70%, holding 175 positions across sectors including Financials, Other, Unknown. Inception date: 2019-03-29.

WBAIX performance shows a YTD return of -0.66%. The 1-year return is 2.59% and the 5-year return is 3.10%. WBAIX dividend yield stands at 6.67%, paid semi-annually.

WBAIX 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 WBAIX holdings, sector breakdown, or dividend history.

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