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
Product Material
Firm Overview
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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.
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