Fund info

The Weitz Conservative Allocation Fund – Investor Class is a mutual fund designed to provide a balanced approach to investing by combining both equity and fixed income securities. Its primary objectives are long-term capital appreciation, capital preservation, and the generation of current income. The fund typically allocates at least 25% of its assets to equity securities—such as common stocks and securities convertible into stocks—and at least 25% to investment-grade debt instruments, including U.S. government and corporate bonds, mortgage-backed, and asset-backed securities. Emphasizing a core conservative allocation, the fund relies on disciplined asset allocation and a value-driven investment process, focusing on selecting high-quality securities that present attractive valuations. The portfolio is managed with an emphasis on downside risk management, especially within its fixed income component, to help protect investor capital during market downturns. With a moderate allocation of equities (typically between 30% and 50% of assets), the fund aims to deliver competitive returns with below-average risk, serving as a suitable option for investors seeking diversification and stability within their overall investment strategy.