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Weitz Conservative Allocation Fund - Investor Class (WBALX)

US Funds

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17.81 +0.04 +0.23%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.95M

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WBALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Weitz Balanced (WBALX) fund. Our Weitz Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	2.48	2.48
Stocks	46.41	46.41
Bonds	49.72	49.72
Convertible	0.90	0.90
Preferred	0.49	0.49

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.20	16.91
Price to Book	3.22	2.58
Price to Sales	3.31	1.84
Price to Cash Flow	14.27	10.94
Dividend Yield	1.11	2.49
5 Years Earnings Growth	11.05	10.70

Sector Allocation

Name	Net %	Category Average
Technology	30.36	19.52
Financial Services	28.64	15.25
Healthcare	12.70	12.35
Basic Materials	11.31	4.02
Communication Services	7.33	6.31
Industrials	7.15	11.02
Consumer Defensive	2.51	7.26

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 200

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	2.85	476.57	+0.96%
Microsoft	US5949181045	2.57	417.00	+1.00%
Analog Devices	US0326541051	2.27	214.59	+0.29%
Danaher	US2358511028	2.22	235.84	+0.34%
Thermo Fisher Scientific	US8835561023	2.12	513.26	-0.55%
Vulcan Materials	US9291601097	2.07	284.61	+1.22%
Martin Marietta Materials	US5732841060	2.05	597.81	+1.22%
Mastercard	US57636Q1040	2.04	520.86	+1.12%
Visa A	US92826C8394	2.02	309.92	+0.01%
Accenture	IE00B4BNMY34	1.92	358.66	-0.66%

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Value Investor	572.14M	11.42	4.10	9.59
Weitz Partners III Opportunity Inst	437.9M	14.29	1.32	5.55
Weitz Value Institutional	397.49M	11.56	4.26	9.80
Weitz Partners Value Institutional	365.57M	16.14	3.31	6.61
Weitz Partners Value Investor	243.57M	1.23	5.92	5.66

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	17.81	+0.04	+0.23%