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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$17.76
Sub-CategoryAsset Allocation
Total Liabilities177.54K
Last Dividend Ex-Date
Jun 12, 2024
Expense Ratio0.70%
Holding Count209
Brandweitz funds
Dividend Yield
0.31 (1.76%)
CategoryBalanced
Total Assets234.09M
Shares OutstandingN/A
52-Week Range$16.41 - $17.96

WBAIX Mutual Fund News

M&A News: Accenture (ACN) Announces the Acquisition of Award Solutions
PremiumMarket News
M&A News: Accenture (ACN) Announces the Acquisition of Award Solutions
16h ago
ACN
Accenture acquires Award Solutions, terms not disclosed
PremiumThe Fly
Accenture acquires Award Solutions, terms not disclosed
18h ago
ACN
Summit Materials near deal to be acquired by Quikrete, WSJ reports
PremiumThe Fly
Summit Materials near deal to be acquired by Quikrete, WSJ reports
19h ago
EXP
MLM
BNY Mellon to manage U.S. Department of the Treasury’s Direct Express
PremiumThe Fly
BNY Mellon to manage U.S. Department of the Treasury’s Direct Express
21h ago
BK
MA

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares
2.52%
BRK.B
Berkshire Hathaway B
2.35%
DHR
Danaher Corporation
2.24%
AON
Aon Plc
2.10%
TMO
Thermo Fisher Scientific
2.07%
MA
Mastercard Inc
1.98%
ADI
Analog Devices, Inc.
1.95%
V
Visa Inc.
1.91%
ACN
Accenture Plc
1.85%
VMC
Vulcan Materials Company
1.81%
Total20.77%
Go to Holdings >

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