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

WBAIX Mutual Fund Holdings Information

Holdings Count
205
Total Assets
239.85M
Top 10 Percentage
26.20%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
205 Holdings
205 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares
6.13%
$14.69M
―
―
―
―
―
BRK.B
Berkshire Hathaway B
2.59%
$6.21M
―
$978.78B
27.13%
1 Buy
1 Hold
0 Sell
Moderate Buy
―
DHR
Danaher Corporation
2.44%
$5.84M
―
$165.08B
-0.78%
13 Buy
4 Hold
0 Sell
Strong Buy
―
AON
Aon Plc
2.42%
$5.80M
―
$77.52B
22.90%
3 Buy
7 Hold
1 Sell
Hold
―
TMO
Thermo Fisher Scientific
2.26%
$5.41M
―
$200.45B
-0.95%
13 Buy
2 Hold
0 Sell
Strong Buy
―
MA
Mastercard Inc
2.16%
$5.18M
―
$484.64B
24.51%
22 Buy
2 Hold
0 Sell
Strong Buy
―
ACN
Accenture Plc
2.10%
$5.04M
―
$229.16B
3.36%
13 Buy
8 Hold
0 Sell
Moderate Buy
―
USD_CASH
United States of America
2.08%
$4.98M
―
―
―
―
―
USD_CASH
United States of America
2.07%
$4.96M
―
―
―
―
―
V
Visa Inc.
1.95%
$4.67M
―
$623.04B
22.94%
19 Buy
4 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

42.35%United States42.35%United States
United States
42.35%

Breakdown By Smart Score

Currently, no data available

WBAIX Mutual Funds FAQ

What are Mutual Funds WBAIX’s top 3 holdings?
WBAIX’s top 3 holdings are USD_CASH, BRK.B, DHR.
    What is Mutual Funds WBAIX’s holdings count?
    Mutual Funds WBAIX’s is holdings 205 different assets.
      What are the total assets of Mutual Funds WBAIX?
      Mutual Funds WBAIX’s total assets are 239.85M.

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