Product Overview
The primary investment objectives of the Core Plus Income Fund are current income and capital preservation. A secondary investment objective is long-term capital appreciation.
- Flexible, high-conviction portfolio
- Bottom-up driven, top-down aware
- Emphasis on downside risk management
Product Material
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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Explore all Weitz products
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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.