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WBALX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Weitz Conservative Allocation-Inv Cl (WBALX) Ownership - Who owns Weitz Conservative Allocation-Inv 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
2500.00
Fund Existence
about 21 years
Turnover
20.00
Front Load
N/A
Net Assets
237782780.00
Manager Tenure
N/A

Fundamentals

WBALX
Net Assets
238M
Fund Existence
about 21 years
Turnover
20.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
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
51.3M
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
7.660
Annual Yield % from dividends
1.54
Returns for 1 year
12.60
Returns for 3 years
6.25
Returns for 5 years
28.19
Returns for 10 years
37.18
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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