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.
NAV / 1-Day Return
15.68 / 0.51 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityHigh / Limited
Morningstar’s Analysis WBALX
Will WBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.