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

WBAIX Similar Mutual Funds

Name
Price
Price Change
Price Target
Smart Score
Expense Ratio
Asset Under Management
Follow
CGARX
Calvert Growth Allocation Fund - Class R6
―
0.63%359.62M
FRGAX
Growth Allocation Index Fund
―
0.03%962.04K
ABPZX
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z
―
0.75%100.85M
CMUSX
Catholic Responsible Investments Magnus 75/25 Fund Institutional
―
0.39%326.55M
CMUVX
Catholic Responsible Investments Magnus 75/25 Fund Investor
―
0.54%326.55M
CMNVX
Catholic Responsible Investments Magnus 45/55 Fund Investor
―
0.66%130.45M
FRYBX
Balanced Allocation Index Fund
―
0.03%756.38K
MAGQX
MFS Growth Allocation Fund - Class R6
―
0.62%6.76B
AGGPX
MFS Aggressive Growth Allocation Fund - Class R6
―
0.68%2.91B
TGGGX
American Funds Growth and Income Portfolio - Class 529-T
―
0.71%17.97B

Performance Comparison

Ticker
Company Name
Price
$ Change
% Change
CGARX
Calvert Growth Allocation Fund - Class R6
27.76
3.75
15.62%
FRGAX
Growth Allocation Index Fund
11.16
1.68
17.72%
ABPZX
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio-Z
12.53
1.43
12.88%
CMUSX
Catholic Responsible Investments Magnus 75/25 Fund Institutional
11.11
1.71
18.19%
CMUVX
Catholic Responsible Investments Magnus 75/25 Fund Investor
11.10
1.71
18.21%
CMNVX
Catholic Responsible Investments Magnus 45/55 Fund Investor
10.49
1.15
12.31%
FRYBX
Balanced Allocation Index Fund
10.49
1.21
13.04%
MAGQX
MFS Growth Allocation Fund - Class R6
26.31
3.24
14.04%
AGGPX
MFS Aggressive Growth Allocation Fund - Class R6
32.53
4.59
16.43%
TGGGX
American Funds Growth and Income Portfolio - Class 529-T
―
―
―

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