WBALX Mutual Fund
NAV$16.53
AUM$29M
TER0.85%
Holdings175
WBALX Mutual Fund
NAV$16.53
Weitz Conservative Allocation Fund Investor Class
AUM$29M
TER0.85%
Holdings175
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See the full sector breakdown of WBALX
Sector concentration, industry allocation and the exact weight of every sector.
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WBALX Mutual Fund Sector Allocation
WBALX sector allocation breaks down across Financials (44.8%), Other (11.3%), Unknown (9.3%), Information Technology (9.1%), Industrials (7.8%). Across 175 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WBALX sector exposure is important for understanding concentration risk. With Financials at 44.8%, the fund has significant sector concentration.
WBALX geographic allocation shows country exposure. WBALX overlap calculator reveals how sector exposure compares with other funds.