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WBIIX

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1m

Analysis and statistics

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About

WBIIX.US refers to the Weitz Investment Management - Weitz Balanced Fund Institutional Class. It is a mutual fund that aims for long-term capital growth and current income by investing in a mix of stocks and bonds. The fund is available to institutional investors and may have minimum investment requirements.
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Factors

Interest Rates: Rising rates typically decrease bond values as newer bonds offer higher yields, making existing lower-yielding bonds less attractive.

Credit Risk: Changes in the perceived creditworthiness of the borrowers backing the bonds affect prices; downgrades can lower prices.

Inflation Expectations: Higher inflation erodes the purchasing power of fixed income, potentially decreasing bond values as investors demand higher yields.

Market Liquidity: Lower trading volume and fewer buyers can lead to wider bid-ask spreads and potentially lower selling prices.

Economic Growth: Stronger economic growth may lead to higher interest rates and therefore lower bond prices.

Fund Management: The investment decisions and expense ratio can impact the fund's performance and overall return.

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