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Weitz Core Plus Income Institutional (WCPBX)
9.59
-0.04
(-0.42%)
At close: May 2 at 8:04:28 PM EDT
Fund Summary
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 Core Plus Income Institutional
Omaha, NE 68124
1125 South 103 St Suite 200
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Weitz |
| Net Assets | 3.2B |
| YTD Return | 2.72% |
| Yield | 5.20% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2014 |
Fund Operations
| Last Dividend | 0.12 |
| Last Cap Gain | -19.00 |
| Holdings Turnover | 12.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WCPBX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.45% | 0.75% |
| Prospectus Net Expense Ratio | 0.45% | -- |
| Prospectus Gross Expense Ratio | 0.52% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 3.74% |
| Max Deferred Sales Load | -- | 1.41% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Thomas D. Carney, Lead Manager since July 31, 2014
Director of Fixed Income Research
Portfolio Manager
Core Plus Income / Core Plus Income Fund (Since July 2014)
Nebraska Tax-Free Income Fund (Since January 1996)
Short Duration Income / Short Duration Income Fund (Since January 1996)
Ultra Short Government Fund (Since January 1996)
Investment industry experience since 1982
Tom Carney joined Weitz Investment Management in 1995 as a research analyst and equity trader. He was promoted to portfolio manager in 1996. Previously, Mr. Carney held several positions at Chiles, Heider & Co., Inc. Mr. Carney has a bachelor’s in finance from the University of Nebraska at Omaha. Morningstar Style Box
Morningstar Style Box Information Not Available
Morningstar Category
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