WSHNX : Weitz Short Duration Income Fund Investor Class

WSHNX is a Bond Market High Yield Bond with MODERATE fees.

WSHNX

Weitz Short Duration Income Fund Investor Class

FI Score

51/100
  • wshnx
  • Mutual Fund
  • Bond
  • High Yield Bond

Weitz Short Duration Income Fund Investor Class

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Fund Summary

The investment seeks current income consistent with the preservation of capital. 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 (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

Largest Holdings

AmountHolding
3.52%United States Treasury Notes 1.5%
2.40%United States Treasury Notes 2%
2.18%United States Treasury Notes 2%
2.06%United States Treasury Notes 1.12%
1.66%United States Treasury Notes 2.25%
1.43%Verizon Owner Trust 2.82%
1.40%United States Treasury Notes 2.62%
1.38%United States Treasury Notes 1.38%
1.37%Wells Fargo & Company 2.1%
1.33%Boston Properties Limited Partnership 3.12%

Minafi use cookies & emails to ensure the best experience possible. Check out our privacy policy for more.

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

© 2025   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