Weitz Core Plus Income Fund Institutional Class (WCPBX.US) — ETF Analysis on Winston
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 and related derivative instruments. The fund may invest up to 25% of its total assets in debt securities which are unrated or which are non-investment grade (commonly referred to as “high yield” or “junk bonds”).
Key Facts
- Category: Intermediate Core-Plus Bond
- Asset Class: Mutual Fund
- Price: $9.58
- Expense Ratio: 45.00%
- Assets Under Management: $4.3B
- Dividend Yield: 5.12%
- Number of Holdings: 10
- Inception Date: 2014-07-31
- Currency: USD
Winston Score
Weitz Core Plus Income Fund Institutional Class has a Winston Score of 67 out of 100.
Performance
- 1-Year Return: 5.45%
- 3-Year Return: 16.31%
- 5-Year Return: 9.28%
Top Holdings
U S Treasury Bonds (N/A%), U S Treasury Bond (N/A%), U S Treasury Bond (N/A%), U S Treasury Bond (N/A%), U S Treasury Bond (N/A%)