WCPBX Mutual Fund (Core Plus Income Fund Institutional Class) is managed by Weitz Funds with $3.87B in net assets. WCPBX expense ratio is 0.45%, holding 563 positions across sectors including Financials, Other, Real Estate. Inception date: 2014-07-31.

WCPBX performance shows a YTD return of -2.67%. The 1-year return is 4.76% and the 5-year return is 1.04%. WCPBX dividend yield stands at 4.68%, paid monthly.

WCPBX top holdings include Us Treasury N/b 11/39 4.375 (2.3%), Us Treasury N/B 4 11/15/2042 (2.3%), Us Treasury N/B 05/40 4.375 (2.1%), Treasury Bond (Otr) 4.38% Aug 15, 2043 (2.0%), United States Treasury Notes 4.50% Feb 15, 2044 (1.9%). View all WCPBX holdings, sector breakdown, or dividend history.

WCPBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WCPBX alternatives are available via the screener, along with tax-loss harvesting opportunities.