WBALX – Weitz Conservative Allocation-Inv Cl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation, capital preservation and current income. The fund invests primarily in a portfolio of equity and debt securities. It normally invests at least 25% of its total assets in equity securities, such as common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade debt securities. The fund may invest in the equity securities of issuers of all sizes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WBALX	Weitz Conservative Allocation Fund - Investor Class	No Load	Open			Oct 1, 2003	$27.41M	0.850%	Above Average	$2,500	−$19.99M
WBAIX	Weitz Conservative Allocation Fund - Institutional Class	Institutional	Open			Mar 29, 2019	$130.43M	0.700%	Average	$1M	−$55.30M

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