CONWX

About CONWX

Concorde Wealth Management Fund is a moderate allocation mutual fund designed to pursue total return through a blend of capital appreciation and current income, with an explicit focus on capital preservation. Managed actively since its inception in 1987, the fund balances investments across undervalued equity securities, select debt instruments, and cash equivalents to diversify risk and enhance yield. Its portfolio typically includes large-cap stocks—such as Microsoft Corp and Exxon Mobil Corp—alongside significant allocations to energy, technology, and government securities. The fund adopts a large blend investment style, which combines growth and value stocks, and maintains a top-heavy portfolio with its ten largest holdings comprising nearly 38% of assets. Concorde Wealth Management Fund is distinguished by a dynamic strategy that seeks to adapt to varying market conditions, utilizing hedging and derivative instruments to manage volatility and risk. Its approach is tailored toward investors seeking a thoughtfully diversified vehicle aiming for growth and income while safeguarding principal, reflected in its ongoing commitment to disciplined risk management and portfolio oversight.