Skip to main content
WBLAX

InvestEd Balanced\DISC

$8.67 0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
Category Allocation--50% to 70% Equity
Market Cap 53.798M
52 Week High 9.906
52 Week Low 8.393
Customize MutualFund.com

Log in or sign up to get started.

Key Data
Symbol WBLAX
Type Mutual Fund
Category Allocation--50% to 70% Equity
Price 8.67
Price Yesterday 8.67
Market Cap 53.80
YTD Return -12.21%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.025
Initial Purchase Amount 250
Redeption Fee 0
Prospectus 0.0084
Overview
52 Week High 9.91
52 Week Low 8.39
Market Cap 53.80M
Shares Outstanding 6.21M
Income Dividend Yield 5.52%
Long Term Dividend Yield 18.62%
Short Term Dividend Yield 2.90%
52 Week Yield (All) 27.03%
Returns Annualized
One Day 0.00%
Five Days 0.00%
One Months 0.00%
Three Months 0.00%
Six Months 3.62%
Nine Months -10.51%
One Year -12.35%
Three Years 4.05%
Five Years 5.05%
Ten Years 6.89%
YTD -13.87%
Since Inception 6.43%
Returns Total
One Day 0.00%
Five Days 0.00%
One Month 0.00%
Three Months 0.00%
Six Months 1.82%
Nine Months -7.98%
One Year -12.34%
Three Years 12.63%
Five Years 27.86%
Ten Years 94.39%
YTD -12.21%
Since Inception 250.02%
Yearly Returns
2022 -12.21%
2021 11.62%
2020 12.67%
2019 18.00%
2018 -4.41%
2017 16.60%
2016 2.17%
2015 0.71%
2014 4.73%
2013 19.11%
Risk against SP-DA
Alpha -11.86%
Beta 0.1
Correlation 24.31%
Downside Deviation 3.64%
Coefficient of determination 5.91%
Standard Deviation 2.78%
Sharpe Ratio 0.11
Sortino 0.29
Treynor -136.33
Ulcer Index 10.23
Ulcer Performance Index 0.1

Other "Allocation--50% to 70% Equity" Mutual Funds

RLBFX PLBBX PLIBX STDAX SIBAX JABAX ONGFX MIBLX VWELX CRTBX RNRPX FROPX HCKIX LMEIX OAMIX CBALX TSGCX PRWCX GDMZX NDARX MNBAX FSNIX FAIOX BRGPX FPURX DODBX APPRX MRBPX PCGAX BLPCX JBALX FBAKX JDBRX RPRPX PFJDX ISGAX PGEYX RLBEX FBFWX NSDMX MAPOX TMGIX TMMIX TRPBX VPGDX RFRPX FMTZX TWBIX PRPFX LOGBX CFXRX BIGPX SMGSX TITRX PVFIX ARCHX JPDVX GCBLX TWSMX TIMRX SVBIX CPCZX BLUIX JTSBX USBSX SMGAX GMDRX ABFAX RRRPX LKBAX PABYX AABPX PDCZX RURPX RLBCX WGBAX EAIFX MBNAX FTMRX RLBGX BAGPX HEIIX AZNAX CMMVX IMGRX CMPVX OIBFX WEBAX MACPX FAAFX VGSTX STFBX VSMGX AOMIX VLAIX MBAIX JILBX AADBX HDOGX SWBGX VLSMX CLHRX GPMIX BALFX PAXWX FOBAX LABPX MAMFX BDHAX TCSHX CPAMX ICMBX VLAAX ASMRX JFBUX CONWX ABPYX IBPIX DDIIX JDVSX TASHX MSFHX ACBYX TSMPX MBAYX RLBAX RBAEX PWTYX RCRPX WMBLX VBAIX RBAAX MRKAX IBNYX JANBX BLUPX OSTVX WWWEX RVRPX FSANX THPBX TBLIX NCBGX MARRX GDMYX FPUKX RPBAX FCISX APWKX USCRX MBAPX QIBGX PUDAX TPDIX FFIMX ETAMX CFIAX NBGPX ABGNX ABINX DGSIX JABRX GGIIX FITUX BLPFX JSLBX ITRAX PPLSX LOGOX RBACX TCVCX SWOBX DRAKX ABWRX DBORX AGIYX JABLX RLRPX FASMX TPDCX GGIYX SRWAX RBRPX ITCSX CBARX RERPX NBARX PAADX IBARX FBALX HCMEX RBAFX VTAIX VBINX MBLDX MTRCX RLBBX TGCIX MMRIX JIBOX RKRPX CMMSX RXRPX RBABX WGBIX CMPSX PSAJX OYMIX OCMIX PACLX OGBCX FSAAX VCAAX FAIGX HADAX MMDAX MMRAX TCGAX FABCX ASAMX CMAAX EVMLX IBLLX MPBLX TBLRX IBALX IMLAX ISFYX IMOAX AGIAX DOXBX VDAFX BALCX PAAEX JHLAX IIMDX ISFAX MTRBX PABAX AZNCX WFALX TMAIX PGPCX AIGPX SVBAX RAGIX FTMTX AMBFX EIIFX JDVZX AYBLX EVIFX CFCRX PAXIX MMABX WFATX THMAX JABCX OGIAX PUDZX PGEOX MRSLX LMRNX WFGBX CFIZX QABGX LIXTX TSGAX ECIFX SIBLX CLAIX FKIQX FBLAX EVFTX ABUAX BLPAX ABWAX ABPAX AZNIX DBOAX MMDRX JBAWX BCGPX NVGBX TSHIX TGIAX CLBAX MCCPX EAAFX FPPAX SSIAX ONECX FZAAX MBLAX ASMDX HCMLX IMDRX DFBCX SCORX CBLAX PSBIX CMALX NBIAX IBNAX IMLLX IMOLX MNBIX DDIAX CGBRX CBAIX WLVIX RBLSX PLUSX RLIIX ABWYX JFQUX PSQGX HBAAX PRPHX JCLBX FRIAX ONGIX BDHIX WGBFX VBIAX MRKYX RLGAX MSFRX PGEBX LABFX HBAIX MAMJX LOWIX CBDYX NAINX WBLAX JDBAX RBLAX JDVAX CBLCX QKBGX JALBX NBICX TPPAX MXCJX SCBPX DFBAX FSCNX TPDAX PWTAX WEBCX LOWAX FCFWX WBBIX SBBAX BLATX JABNX RBAIX FABLX SABPX FKINX CSIFX FSATX ALIBX FFAMX FFCMX DFFIX ALPBX MXSBX FFTMX ETCMX TSMLX ETIMX ETNMX HBACX MXITX MSFJX PABFX HCKCX MXMPX PABBX RBAGX WBCCX ACOAX MTRIX VWENX CLBFX MDCPX FBFRX WFGWX HCMKX POCAX MMACX NTAIX EAAIX MMRCX IRMGX LOWCX FHFWX FNCFX SBACX AOBLX CMACX ITRIX FBFZX TRAIX TIGIX TIMIX IRACX PCBCX EVFMX CSGCX MAMAX JTBIX IMPCX FMTIX CBDRX GCBUX CBLRX CBPRX BLPEX MSFKX PCBKX SEBLX GMDIX WFAIX SFAAX SIIIX SVBCX TSMTX AWIIX ABALX CLREX FISRX FITRX MMAIX IYBIX CBMZX DBALX HEIFX NADMX HCKAX PIBAX FGFWX RLEFX AFMBX MRSSX ABLSX MMRDX TSMHX MBINX CAMRX PAPIX