SeekingAlpha · Jun 9, 2026
Weitz Conservative Allocation Fund Q1 2026 Commentary
The Conservative Allocation Fund returned -2.99% in Q1 2026, trailing its benchmark due to defensive equity drawdowns. Read the full report for more details.
WB
NASDAQ · WBALX
Balanced Fund - Investor Class
Financial Services · Asset Management
$16.37
Down-$0.03 (-0.18%)
Updated Sep 25, 2026, 5:01 AM
SID Score
4.5/10
Composite research score
Smart Money
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Institutional and insider signal
- Market cap
- 211.86M
- P/E ratio
- —
- Dividend yield
- 0.93%
- 52-week range
- — – —
- Volume
- 0
- Avg. volume
- 0
Price performance
WBALX price history
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Stock researchCompany · Overview
WBALX research
Overview
Company profile and research snapshot.
Company profile
The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.
Analyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- —
- Implied upside
- —
- Analysts
- —
News briefing
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SeekingAlpha · Feb 18, 2026
Weitz Conservative Allocation Fund Q4 2025 Commentary
The Conservative Allocation Fund's Institutional Class returned +1.34% for the fourth quarter compared to +2.05% for the Morningstar Moderately Conservative Target Risk Index.
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