Balanced Fund - Investor Class Fund · US94904P1049 · WBALX (XNAS) — real-time quotes, company data, dividends, fundamentals, and AI-powered portfolio analysis on MoneyPeak

The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.