MENU
WBAIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Weitz Conservative Allocation-Instl Cl (WBAIX) Ownership - Who owns Weitz Conservative Allocation-Instl Cl?

Profile

Category
Moderately Conservative Allocation
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
1000000.00
Fund Existence
over 5 years
Turnover
20.00
Front Load
N/A
Net Assets
240826200.00
Manager Tenure
N/A

Fundamentals

WBAIX
Net Assets
241M
Fund Existence
over 5 years
Turnover
20.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Conservative Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
48.5M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
191M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
200.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
5.081
Annual Yield % from dividends
1.64
Returns for 1 year
5.65
Returns for 3 years
4.21
Returns for 5 years
23.39
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com