| 13.95 Net Asset Value | +0.58% 1 Day | +9.50% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 1.14% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +3.79% | 3 years | +9.71% | |
| 3 months | +5.05% | 5 years | +6.68% | |
| 1 year | +16.79% | Since inception | +5.65% |
| WBALX | Category | |
|---|---|---|
| Performance 5-yr return | +6.68% | +4.79% |
| Expense ratio | 1.14% | 1.34% |
| Risk 5 year sharpe ratio | 0.54 | 0.37 |
| Net assets | $98.7M | $2.1B |
| Average market cap | $19.9B | $37.4B |
| Average P/E | 19.3 | 16.1 |
| Portfolio turnover | 47% | 47% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Weitz |
| Fund manager & tenure | Bradley Hinton / 9 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 19.97% |
| Business service | 15.59% |
| Financial service | 14.56% |
| Healthcare | 10.32% |
| Media | 8.49% |
| -- Valeant Pharmaceuticals International Inc | 3.22% |
| BRKB Berkshire Hathaway Inc Class B | 2.88% |
| CSTR Coinstar, Inc. | 2.69% |
| FLIR FLIR Systems, Inc. | 2.66% |
| AON Aon plc | 2.51% |
| LH Laboratory Corporation of America Holdings | 2.12% |
| RWT Redwood Trust, Inc. | 2.01% |
| MLM Martin Marietta Materials | 1.88% |
| GOOG Google, Inc. Class A | 1.87% |
| APA Apache Corporation | 1.81% |
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