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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$16.94
Sub-CategoryAsset Allocation
Total Liabilities186.55K
Last Dividend Ex-Date
Dec 11, 2024
Expense Ratio0.70%
Holding Count205
Brandweitz funds
Dividend Yield
 (2.48%)
CategoryBalanced
Total Assets239.85M
Shares OutstandingN/A
52-Week Range$16.42 - $17.99

WBAIX Mutual Fund News

Jefferies Keeps Their Hold Rating on Accenture (ACN)
PremiumBlurbs
Jefferies Keeps Their Hold Rating on Accenture (ACN)
2d ago
ACN
Accenture (ACN) Receives a Buy from Barclays
PremiumBlurbs
Accenture (ACN) Receives a Buy from Barclays
2d ago
ACN
Accenture’s Strong Financial Performance and Growth Prospects Earn a Buy Rating
PremiumBlurbs
Accenture’s Strong Financial Performance and Growth Prospects Earn a Buy Rating
2d ago
ACN
PremiumBlurbs
Analysts Offer Insights on Financial Companies: Mastercard (MA), PayPal Holdings (PYPL) and Truist Financial (TFC)
2d ago
MA
TFC

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares
6.13%
BRK.B
Berkshire Hathaway B
2.59%
DHR
Danaher Corporation
2.44%
AON
Aon Plc
2.42%
TMO
Thermo Fisher Scientific
2.26%
MA
Mastercard Inc
2.16%
ACN
Accenture Plc
2.10%
USD_CASH
United States of America
2.08%
USD_CASH
United States of America
2.07%
V
Visa Inc.
1.95%
Total26.20%
Go to Holdings >

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