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Product Overview

The fund focuses on high quality equity, shorter duration fixed income with an occasional small opportunistic allocation. Weitz focuses on bottom-up security selection within defined asset allocation ranges and concentrate in their best ideas. The investment objectives of the Conservative Allocation Fund are long-term capital appreciation, capital preservation and current income.

  • Core conservative allocation
  • Value driven, private-buyer mindset
  • Higher-quality fixed income focus

Firm Overview

Since Wally Weitz established Weitz Investment Management in 1983, the firm’s philosophy and core values have remained consistent. Simply put, we focus exclusively on asset management and provide clients with top-quality, personalized service. Over the last four decades, Weitz has built a successful business with a widely respected reputation and a culture of shared success.

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Investors should consider carefully the investment objectives, risks, and charges and expenses of a fund before investing. This and other important information is contained in the prospectus and summary prospectus, which may be obtained at weitzinvestments.com or from a financial advisor. Please read the prospectus carefully before investing.

Weitz Securities, Inc. is the distributor of the Weitz Funds.

FLX Networks is a Promoter, as defined by the Marketing Rule – Rule 206(4)-1 under the U.S. Investment Advisers Act of 1940, of the investment products contained herein. For such promotion, FLX Networks is compensated between 5% and 50% (annualized) of the net management fee of the respective investment products on assets raised/serviced by FLX Networks. FLX Networks is not a client of any of the investment advisers promoted herein.