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Weitz Conservative Allocation Fund - Investor Class (WBALX)

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17.81 +0.04 +0.23%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 50.95M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

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WBALX Overview

On this page you'll find an in-depth profile of Weitz Conservative Allocation Fund - Investor Class. Learn about the key management, total assets, investment strategy and contact information of WBALX among other information.

Investment 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 such as U.S. government securities, corporate debt securities, other mortgage-backed securities and asset-backed securities.

Contact Information

Address 1125 South 103rd Street, Suite 200
Omaha,NE 68124-1071
United States

Phone +1 8003049745

Web www.weitzfunds.com

Top Executives

Name	Title	Since	Until
Nolan P. Anderson	Portfolio Manager	2021	Now
Biography	Portfolio Manager Conservative Allocation / Balanced Fund (Since July 2021) Core Plus Income / Core Plus Income Fund (Since July 2014) Short Duration Income / Short Duration Income Fund (Since July 2017) Ultra Short Government Fund (Since December 2016) Investment industry experience since 2004 Nolan Anderson joined Weitz Investment Management in 2011 as a fixed income research analyst. In 2014, he was promoted to portfolio manager. Previously, Mr. Anderson performed financial modeling and due diligence on leveraged buyout transactions for Wells Fargo Bank. Mr. Anderson has a bachelor’s in real estate and land use economics and an MBA from the University of Nebraska Omaha.
Bradley P. Hinton	Portfolio Manager / Co-CIO	2003	Now
Biography	Co-Chief Investment Officer Portfolio Manager Conservative Allocation / Balanced Fund (Since October 2003) Multi-Cap Value / Partners Value Fund (Since August 2006) Large-Cap Value / Value Fund (Since August 2006) Investment industry experience since 1990 Brad Hinton joined Weitz Investment Management in 2001 as a research analyst. Mr. Hinton was promoted to portfolio manager in 2003, director of research in 2004 and co-CIO in 2017. Previously, he was a debt manager and trading associate for ConAgra Foods. Mr. Hinton has a bachelor's in finance from the University of Nebraska-Lincoln and an MBA from Dartmouth.
Wallace R. Weitz	Portfolio Manager / Founder / Co-CIO	2003	2005
Biography	Co-Chief Investment Officer Portfolio Manager Multi-Cap Alternative / Partners III Opportunity Fund (Since June 1983) Multi-Cap Value / Partners Value Fund (Since June 1983) Mid-Cap Value / Hickory Fund (Since January 2003) Investment industry experience since 1970 Wally Weitz founded Weitz Investment Management in 1983. Prior to launching the Firm, he was an analyst and portfolio manager at Chiles, Heider & Co. Mr. Previously, he was a security analyst at G.A. Saxon & Co. Mr. Weitz has a bachelor's in economics from Carleton College.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Balanced	17.81	+0.04	+0.23%