Balanced Fund - Investor Class
WBALX
Price:
$17.25
Market Cap:
$0
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.
Industry
Asset Management
IPO Date
2003-10-01
Stock Exchange
NASDAQ
Ticker
WBALX
WBALX Dividend History Overview
Dividends are a key part of long-term returns for investors, and Balanced Fund - Investor Class (WBALX) has a track record worth reviewing. Looking at dividend history for WBALX gives you an idea of how consistent the dividends have been and what you might expect in the future.
Ex-Dividend Date
2025-06-11
Dividend Yield
2.02%
Annual Dividend
$0.15
P/E Ratio
0
Payout Ratio
0
Dividend per Share
$0.35
EPS
0
| Ex-Date/EFF Date | Dividend Amount | Adjusted Dividend | Payment Date | Declaration Date |
|---|---|---|---|---|
| 2025-06-11 | $0.152 | $0.152 | ||
| 2024-12-11 | $0.196 | $0.196 | ||
| 2024-06-12 | $0.152 | $0.152 | ||
| 2023-12-13 | $0.151 | $0.151 | ||
| 2023-06-14 | $0.116 | $0.116 | ||
| 2022-12-14 | $0.096 | $0.096 | ||
| 2022-06-15 | $0.05 | $0.05 | ||
| 2021-12-15 | $0.013 | $0.013 | ||
| 2021-06-16 | $0.023 | $0.023 | ||
| 2020-12-16 | $0.063 | $0.063 | ||
| 2020-06-17 | $0.02 | $0.02 |
Balanced Fund - Investor Class (WBALX) Dividend History Chart
The table below shows Balanced Fund - Investor Class (WBALX) dividend history over the years, including the amount per share, the payout date, and any adjustments for stock splits.
Balanced Fund - Investor Class (WBALX) Dividend Growth
Balanced Fund - Investor Class (WBALX) dividend history also allows you to track its dividend growth over time. This gives you insight into how the company’s earnings and payout ratios have evolved. Tracking this growth can help you gauge the stock's potential for future income.
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Frequently asked questions❓
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