WBVDX Fund Portfolio Allocation
General Overview
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small capitalized (small cap) companies. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | January 2, 2019 |
WBVDX Latest News
|
|
|
|
|
|
|
|
|
|
| Other Identifiers | |
|---|---|
| CIK | 0000822632 |
| ISIN | US0930016003 |
| CUSIP | 093001600 |
| Open | 14.63 |
| Previous Close | 14.88 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 14.63 – 14.63 |
| 52 Week Range | 9.9-15.96 |
| MA (50) | 15.348966 |
| MA (200) | 15.019394 |
| Market Cap | 48.39 Mil. |
| Shares Out. | 3.31 Mil. |
| Earnings Date | |
| Beta | |
| Last Dividend | |
| EPS | |
| PE | |
