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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.
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WBAIX Mutual Fund Chart & Stats

Previous Close$16.79
Sub-CategoryAsset Allocation
Total Liabilities170.90K
Last Dividend Ex-Date
Dec 11, 2024
Expense Ratio0.70%
Holding Count208
Brandweitz funds
Dividend Yield
 (2.5%)
CategoryBalanced
Total Assets238.21M
Shares OutstandingN/A
52-Week Range$16.71 - $17.99

WBAIX Mutual Fund News

Aon’s Strategic Growth Potential and Discounted Valuation Make it a Buy, Says Analyst Adam Klauber
PremiumRatings
Aon’s Strategic Growth Potential and Discounted Valuation Make it a Buy, Says Analyst Adam Klauber
6h ago
AON
Thermo Fisher price target lowered to $605 from $650 at Scotiabank
PremiumThe Fly
Thermo Fisher price target lowered to $605 from $650 at Scotiabank
12h ago
TMO
Mastercard CEO Optimistic Ahead of Q1 Earnings, Sees ‘No Signs of Spending Slowdown’
PremiumMarket News
Mastercard CEO Optimistic Ahead of Q1 Earnings, Sees ‘No Signs of Spending Slowdown’
13h ago
MA
Scotiabank Sticks to Their Hold Rating for Thermo Fisher (TMO)
PremiumBlurbs
Scotiabank Sticks to Their Hold Rating for Thermo Fisher (TMO)
14h ago
TMO

Top 10 Holdings

Name
Weight %
BRK.B
Berkshire Hathaway B
2.57%
AON
Aon Plc
2.53%
V
Visa Inc.
2.26%
ACN
Accenture Plc
2.11%
MA
Mastercard Inc
2.10%
USD_CASH
United States of America
2.10%
USD_CASH
United States of America
2.09%
USD_CASH
United States of America
2.09%
DHR
Danaher Corporation
2.03%
TMO
Thermo Fisher Scientific
1.91%
Total21.77%
Go to Holdings >

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