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Weitz Core Plus Income Institutional (WCPBX)

9.51
-0.07
(-0.73%)
At close: 8:04:26 PM EDT
Loading Chart for WCPBX
  • Previous Close 9.58
  • YTD Return 2.72%
  • 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 3.2B
  • Beta (5Y Monthly) 0.80
  • Yield 5.20%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.12
  • 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

3.2B

Net Assets

2014-07-31

Inception Date

Performance Overview: WCPBX

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Trailing returns as of 4/9/2025. Category is Intermediate Core-Plus Bond.

YTD Return

WCPBX
2.72%
Category
0.61%
 

1-Year Return

WCPBX
5.90%
Category
3.06%
 

3-Year Return

WCPBX
2.21%
Category
5.69%
 

5-Year Return

WCPBX
3.46%
Category
3.75%
 

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Holdings: WCPBX

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Sector Weightings

SectorWCPBX
Real Estate   100.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: WCPBX

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Research Reports: WCPBX

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