- What are the top holdings of WBALX?
- Balanced Fund - Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does WBALX have?
- WBALX holds — positions as reported by the fund's most recent disclosure.
- What sectors does WBALX invest in?
- Balanced Fund - Investor Class (WBALX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is WBALX most exposed to?
- WBALX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is WBALX a US-only fund?
- The country allocation card on this page shows WBALX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does WBALX invest in?
- This fund primarily allocates its capital across a diversified portfolio of equity and fixed-income securities. Typically, a minimum of 25% of its overall assets are dedicated to equities. These encompass common shares, alongside various instruments convertible into common stock, such as rights, warrants, and convertible preferred shares. Additionally, at least 25% of the total assets will be invested in high-quality debt instruments. This category includes U.S. government bonds, corporate debt obligations, and different types of mortgage-backed and asset-backed securities.
