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Weitz Balanced Fund - Investor WBALX

Quantitative rating as of
NAV / 1-Day Return
15.68  /  0.51 %
Total Assets
201.9 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Allocation—30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
0.41%
Turnover
26%

Morningstar’s Analysis WBALX

Will WBALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weitz Balanced Fund - Investor's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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