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WBALX Chart NMFQS:WBALX

Allocation--30% to 50% Equity | Weitz
$16.57
↑ $0.05 (0.30%)
Last Updated: Jul 14, 2026

WBALX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Weitz Conservative Allocation Fund - Investor Class (WBALX). For complete fund information and metrics, visit the Weitz Conservative Allocation Fund - Investor Class (WBALX) fund's overview page.


Performance Summary

YTD Return -%
1-Year Return 2.76%
3-Year Return 5.63%
5-Year Return 2.87%
NAV $16.57
Previous Close $16.52

Fund Metrics

Net Assets $170.33 Million
Expense Ratio 0.85%
Dividend Yield 0.02%
Morning Star Rating -
Inception Date 2003-10-01
Update Date 2026-03-31