WCPNX : Weitz Core Plus Income Fund Investor Class

WCPNX is a Bond Market Total US Bond Market with MODERATE fees.

WCPNX

Weitz Core Plus Income Fund Investor Class

FI Score

46 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

46% FI Score
  • wcpnx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Weitz Core Plus Income Fund Investor Class

Expenses: 0.57% (Better than 1% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks current income and capital preservation; long-term capital appreciation is the secondary consideration. 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.

Largest Holdings

Amount Holding
7.39% United States Treasury Bonds 2.5%
2.91% United States Treasury Notes 1.5%
2.88% United States Treasury Bonds 3.5%
2.17% United States Treasury Notes 2.38%
1.88% READY CAPITAL MORTGAGE FINANCING LLC 4.33%
1.74% United States Treasury Notes 2%
1.35% Exantas Capital Corp 4.16%
1.23% Qwest Corporation 6.75%
1.07% United States Treasury Notes 2.25%
1.07% RETL 2019-RVP 3.76%
1.03% Upgrade Receivables Tr 2019-1 4.09%
0.96% CFX Escrow Corp 6%
0.93% DT AUTO OWNER TRUST 2.96%
0.91% Vmc Fin 2018-Fl2 Llc 3.61%
0.91% Tempur Sealy International Inc 5.62%
0.91% Enterprise Products Operating LP 4.45%
0.89% Silversea Cruise Finance Ltd 7.25%
0.89% Gpmt 2018-FL1 4.58%
0.89% ARIVO ACCEPTANCE AUTO LOAN RECEIVABLES TRUST 2.99%
0.88% Gpmt 2018-FL1 3.78%
0.88% CA, Inc. 3.6%
0.88% EXPEDIA GROUP INC 3.8%
0.87% MPLX LP 6.25%
0.86% Federal Home Loan Mortgage Corporation 3%
0.85% JERSEY MIKES FUNDING LLC 4.43%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo