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Conservative Allocation Fund Investor Class: (MF: WBALX)

(NASDAQ Mutual Funds) As of Oct 27, 2025 06:37 PM ET

$17.16 USD

-0.02 (-0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for WBALX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Weitz Conservative Alloc Investor WBALX NA NA 0.00 0.00 0.60 0.85

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Weitz Balanced Fund WBALX 17.16 10/1/2003 1.98 0.88 8.30 5.17

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Weitz Conservative Alloc Investor WBALX 2500 25 0 S

Contact Information

Family Weitz Series
Address PO Box 219320
Kansas City, MO 64121-9320
Phone 800 304-9745