WSHNX Mutual Fund
WSHNX Mutual Fund
Weitz Short Duration Income Fund Investor Class
WSHNX Mutual Fund Overview
WSHNX Mutual Fund (Weitz Short Duration Income Fund Investor Class) is managed by Weitz Funds with $30.8M in net assets. WSHNX expense ratio is 0.62%, holding 433 positions across sectors including Other, Financials, Unknown. Inception date: 2011-08-01.
WSHNX performance shows a YTD return of -1.00%. The 1-year return is 3.81% and the 5-year return is 2.72%. WSHNX dividend yield stands at 3.99%, paid monthly.
WSHNX top holdings include Jpmorgan U.S. Government Money Market Fund, Class Institutional (4.2%), United States Treasury Notes 4.5%, 4.50%, 07/15/26 (1.5%), United States Treasury Notest 4.875 04/30/26 (1.3%), U.s. Treasury Notes 1.625 10/31/2026 (1.1%), United States Treasury Note/Bond 4% 06/30/2032 (1.1%). View all WSHNX holdings, sector breakdown, or dividend history.
WSHNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSHNX alternatives are available via the screener, along with tax-loss harvesting opportunities.