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Weitz Core Plus Income Institutional (WCPBX)

9.60 +0.01 (+0.10%)
At close: November 22 at 8:01 PM EST
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  • Previous Close 9.59
  • YTD Return 3.58%
  • Expense Ratio 0.45%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 2.71B
  • Beta (5Y Monthly) 0.78
  • Yield 5.37%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.43
  • Inception Date Jul 31, 2014

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

Weitz

Fund Family

Intermediate Core-Plus Bond

Fund Category

2.71B

Net Assets

2014-07-31

Inception Date

More about Weitz Core Plus Income Institutional

Performance Overview: WCPBX

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Trailing returns as of 11/22/2024. Category is Intermediate Core-Plus Bond.

YTD Return

WCPBX
3.58%
Category
0.61%
 

1-Year Return

WCPBX
11.28%
Category
3.06%
 

3-Year Return

WCPBX
0.03%
Category
5.69%
 

5-Year Return

WCPBX
2.30%
Category
3.75%
 

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Holdings: WCPBX

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Top 1 Holdings (1.08% of Total Assets)

SymbolCompany% Assets
IJGXX
IJGXX 1.08%

Sector Weightings

SectorWCPBX
Real Estate   100.00%
Consumer Cyclical   0.00%
Basic Materials   0.00%
Consumer Defensive   0.00%
Technology   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: WCPBX

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Research Reports: WCPBX

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