Balanced Fund is trading at 17.06 as of the 24th of November 2025; that is 0.95 percent increase since the beginning of the trading day. The fund's open price was 16.9. Balanced Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of August 2025 and ending today, the 24th of November 2025. Click here to learn more.
The fund invests primarily in a portfolio of equity and debt securities. Balanced Fund is traded on NASDAQ Exchange in the United States. More on Balanced Fund Balanced
Balanced Fund Balanced [WBALX] is traded in USA and was established 24th of November 2025. The fund is listed under Allocation--30% to 50% Equity category and is part of Weitz family. This fund at this time has accumulated 214.95 M in net assets with no minimum investment requirementsBalanced Fund Balanced is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.02%, while the total return for the last 3 years was 6.55%.
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Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.