WBALX : Weitz Balanced Fund - Investor Class

WBALX is a Allocation Market All-In-One with MODERATE fees.

WBALX

Weitz Balanced Fund - Investor Class

FI Score

34 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare WBALX vs PODAX

55% FI Score
  • podax
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Growth Fund Class A

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs PACLX

55% FI Score
  • paclx
  • Mutual Fund
  • Allocation
  • All-In-One

T. Rowe Price Capital Appreciation Fund Advisor Class

Expenses: 0.99% (Better than 0% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs HRAAX

55% FI Score
  • hraax
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Growth Allocation Fund Class A

Expenses: 0.54% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs BDSYX

55% FI Score
  • bdsyx
  • Mutual Fund
  • Allocation
  • All-In-One

BMO Aggressive Allocation Fund Class Y

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs AVEFX

55% FI Score
  • avefx
  • Mutual Fund
  • Allocation
  • All-In-One

Ave Maria Bond Fund

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs BAAPX

54% FI Score
  • baapx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock 80/20 Target Allocation Fund Class A

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs HCVIX

54% FI Score
  • hcvix
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Conservative Allocation Fund Class I

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs SWCGX

54% FI Score
  • swcgx
  • Mutual Fund
  • Allocation
  • All-In-One

Schwab MarketTrack Conservative Portfolio™

Expenses: 0.43% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs HRASX

54% FI Score
  • hrasx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Growth Allocation Fund Class R4

Expenses: 0.57% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs BCGTX

54% FI Score
  • bcgtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Strategic Allocation Balanced Fund Institutional Shares

Expenses: 0.16% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs MNCIX

54% FI Score
  • mncix
  • Mutual Fund
  • Allocation
  • All-In-One

Manning & Napier Pro-Blend Conservative Term Series Class I

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs TBAYX

54% FI Score
  • tbayx
  • Mutual Fund
  • Allocation
  • All-In-One

Touchstone Dynamic Diversified Income Fund Y

Expenses: 0.24% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs SVSAX

54% FI Score
  • svsax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Conservative Strategy Fund Class F

Expenses: 0.26% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs THYFX

54% FI Score
  • thyfx
  • Mutual Fund
  • Allocation
  • All-In-One

Thrivent Diversified Income Plus Fund Class S

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs PIAFX

54% FI Score
  • piafx
  • Mutual Fund
  • Allocation
  • All-In-One

Invesco Multi-Asset Income Fund Class A

Expenses: 0.84% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs SCLAX

54% FI Score
  • sclax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Institutional Managed Trust Multi-Asset Capital Stability Fund Class F

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs TAAIX

54% FI Score
  • taaix
  • Mutual Fund
  • Allocation
  • All-In-One

Thrivent Aggressive Allocation Fund Class S

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs CBLAX

54% FI Score
  • cblax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Balanced Fund Class A

Expenses: 0.95% (Better than 0% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs FMUIX

54% FI Score
  • fmuix
  • Mutual Fund
  • Allocation
  • All-In-One

Federated Muni and Stock Advantage Fund Institutional Shares

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare WBALX vs CBAIX

54% FI Score
  • cbaix
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Balanced Fund Class I

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

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