Villere Balanced Fund (VILLX)
Villere Balanced Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $17.72, up 0.04% on the session, giving a market capitalisation of $69.3M. Its beta of 1.16 implies it has historically moved more than the broad market.
This fund employs a balanced investment strategy, allocating its capital across growth-oriented equities and income-producing assets. A significant portion, ranging from 50% to 80% of its total assets, is invested in common stocks of U.S.-based companies, chosen primarily for their capital appreciation prospects, with each requiring a market capitalization of at least $150 million at the time of acquisition. The remaining 20% to 50% of the portfolio is dedicated to a blend of equities and top-tier fixed-income obligations, including debt issued by the U.S. government and corporations (such as bonds, notes, and bills), with a primary focus on generating consistent income.
Villere Balanced Fund is most often compared with the following Financial Services names: