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Weitz Core Plus Income Institutional (WCPBX)
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9.41 - YTD Return 0.29%
- Expense Ratio 0.55%
- Category Intermediate Core-Plus Bond
- Last Cap Gain -5.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 1.7B
- Beta (5Y Monthly) 0.77
- Yield 5.22%
- 5y Average Return --
- Holdings Turnover 24.00%
- Last Dividend 0.13
- 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
1.7B
Net Assets
2014-07-31
Inception Date
Performance Overview: WCPBX
Trailing returns as of 4/18/2024. Category is Intermediate Core-Plus Bond.
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Holdings: WCPBX
Top 1 Holdings (4.98% of Total Assets)
SymbolCompany% Assets
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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