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

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

51% FI Score
  • 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 ยป

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

Amount Holding
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%
1.27% PAWNEE EQUIPMENT RECEIVABLES LLC 2.29%
1.27% READY CAPITAL MORTGAGE FINANCING LLC 4.33%
1.24% JP Morgan Mtg Tr 2.5%
1.11% Redwood Trust, Inc. 4.75%
1.09% Wells Fargo & Company 3.5%
1.01% Federal National Mortgage Association 3.5%
1.01% GreatAmerica Leasing Receivables Funding LLC 1.76%
1.00% United States Treasury Notes 2%
0.98% FHLMC Pc Prepay Prm 30 2.5%
0.89% Upgrade Receivables Tr 2019-1 4.09%
0.88% Gpmt 2018-FL1 3.78%
0.80% Wells Fargo & Company 4.6%
0.76% Exantas Capital Corp 4.16%
0.71% Government National Mortgage Association 3%
0.69% Cox Communications, Inc. 3.25%

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