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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$16.79
Sub-CategoryAsset Allocation
Total Liabilities178.26K
Last Dividend Ex-Date
Jun 11, 2025
Expense Ratio0.70%
Holding Count202
Brandweitz funds
Dividend Yield
 (2.5%)
CategoryBalanced
Total Assets237.19M
Shares OutstandingN/A
52-Week Range$16.71 - $17.99

WBAIX Mutual Fund News

Visa Stock Plunges: Here’s Why This Analyst Is Bullish
PremiumMarket News
Visa Stock Plunges: Here’s Why This Analyst Is Bullish
2d ago
V
NYSE
Visa (V) Receives a Buy from Barclays
PremiumBlurbs
Visa (V) Receives a Buy from Barclays
2d ago
V
V
Barclays Sticks to Its Buy Rating for Mastercard (MA)
PremiumBlurbs
Barclays Sticks to Its Buy Rating for Mastercard (MA)
2d ago
MA
CHMA
Barclays says stablecoin threat to Visa, MasterCard overblown
PremiumThe Fly
Barclays says stablecoin threat to Visa, MasterCard overblown
2d ago
V
MA

Top 10 Holdings

Name
Weight %
AON
Aon Plc
2.82%
BRK.B
Berkshire Hathaway B
2.81%
V
Visa Inc.
2.51%
MA
Mastercard Inc
2.20%
ACN
Accenture Plc
2.17%
DHR
Danaher Corporation
2.16%
USD_CASH
United States of America
2.09%
TMO
Thermo Fisher Scientific
1.99%
IEX
Idex Corporation
1.91%
VMC
Vulcan Materials Company
1.72%
Total22.39%
Go to Holdings >

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