WCPNX Mutual Fund
WCPNX Mutual Fund
Core Plus Income Fund Investor Class
WCPNX Mutual Fund Overview
WCPNX Mutual Fund (Core Plus Income Fund Investor Class) is managed by Weitz Funds with $428.2M in net assets. WCPNX expense ratio is 0.65%, holding 563 positions across sectors including Financials, Other, Real Estate. Inception date: 2014-07-31.
WCPNX performance shows a YTD return of -2.67%. The 1-year return is 4.24% and the 5-year return is 1.04%. WCPNX dividend yield stands at 4.50%, paid monthly.
WCPNX 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 WCPNX holdings, sector breakdown, or dividend history.
WCPNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WCPNX alternatives are available via the screener, along with tax-loss harvesting opportunities.