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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$17.96
Sub-CategoryAsset Allocation
Total Liabilities186.55K
Last Dividend Ex-Date
Jun 12, 2024
Expense Ratio0.70%
Holding Count205
Brandweitz funds
Dividend Yield
0.31 (1.74%)
CategoryBalanced
Total Assets239.85M
Shares OutstandingN/A
52-Week Range$16.42 - $17.96

WBAIX Mutual Fund News

Kodak Retirement Income Plan Trust to sell some assets to Mastercard Foundation
PremiumThe Fly
Kodak Retirement Income Plan Trust to sell some assets to Mastercard Foundation
1d ago
MA
KODK
PremiumBlurbs
Analysts Offer Insights on Technology Companies: Wix (WIX), Accenture (ACN) and Vertex (VERX)
2d ago
ACN
WIX
Shareholders of Visa Inc. Should Contact Levi & Korsinsky LLP Before January 21, 2025 to Discuss Your Rights – V
PremiumClass Action
Shareholders of Visa Inc. Should Contact Levi & Korsinsky LLP Before January 21, 2025 to Discuss Your Rights – V
4d ago
V
Apple Plans to Revamp Siri to Fight ChatGPT and Other Bots
PremiumMarket News
Apple Plans to Revamp Siri to Fight ChatGPT and Other Bots
5d ago
AAPL

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares
6.13%
BRK.B
Berkshire Hathaway B
2.59%
DHR
Danaher Corporation
2.44%
AON
Aon Plc
2.42%
TMO
Thermo Fisher Scientific
2.26%
MA
Mastercard Inc
2.16%
ACN
Accenture Plc
2.10%
USD_CASH
United States of America
2.08%
USD_CASH
United States of America
2.07%
V
Visa Inc.
1.95%
Total26.20%
Go to Holdings >

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