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WBAIX
Balanced Fund - Institutional Class
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

WBAIX Mutual Fund Price & Analysis

The Balanced Fund - Institutional Class (WBAIX) is a mutual fund that aims to provide a balanced portfolio of both stocks and bonds for institutional investors. This fund is designed to offer a mix of growth and income potential, making it suitable for investors with a moderate risk tolerance. With a focus on long-term capital appreciation and income generation, WBAIX may be a suitable option for those looking for a well-diversified investment option.

WBAIX Mutual Fund Chart & Stats

Previous Close$17.21
Sub-CategoryAsset Allocation
Total Liabilities341.85K
Last Dividend Ex-Date
Jun 12, 2024
Expense Ratio0.70%
Holding Count204
Brandweitz funds
Dividend Yield
0.31 (1.81%)
CategoryBalanced
Total Assets235.54M
Shares OutstandingN/A
52-Week Range$15.27 - $17.39

WBAIX Mutual Fund News

Crowdstrike Outage Has Citi Analyst Concerned about Microsoft’s (NASDAQ:MSFT) Security
PremiumMarket News
Crowdstrike Outage Has Citi Analyst Concerned about Microsoft’s (NASDAQ:MSFT) Security
6h ago
CRWD
MSFT
New Buy Rating for Vulcan Materials (VMC), the Basic Materials Giant
PremiumBlurbs
New Buy Rating for Vulcan Materials (VMC), the Basic Materials Giant
9h ago
VMC
Morgan Stanley Sticks to Its Buy Rating for Visa (V)
PremiumBlurbs
Morgan Stanley Sticks to Its Buy Rating for Visa (V)
11h ago
V
PremiumBlurbs
Analysts Offer Insights on Healthcare Companies: Danaher (DHR), Silence Therapeutics (SLN) and Exscientia Plc (EXAI)
11h ago
DHR
SLN

Top 10 Holdings

Name
Weight %
BRK.B
Berkshire Hathaway B
2.68%
DHR
Danaher Corporation
2.23%
TMO
Thermo Fisher Scientific
2.16%
MA
Mastercard Inc
2.15%
AON
Aon Plc
2.13%
ADI
Analog Devices, Inc.
2.10%
V
Visa Inc.
2.02%
VMC
Vulcan Materials Company
1.97%
MLM
Martin Marietta Materials
1.96%
MSFT
Microsoft
1.79%
Total21.19%
Go to Holdings >

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