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WCPBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Weitz Core Plus Income Institutional (WCPBX) Ownership - Who owns Weitz Core Plus Income Institutional?

The investment seeks current income and capital preservation; long-term capital appreciation is the secondary consideration... Show more

Category: #Intermediate-Term Bond

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Fixed Income Funds

Fundamentals

WCPBX

Net Assets

3.38B

Fund Existence

almost 11 years

Turnover

12.00

Total Expense Ratio

0.45

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Intermediate Core-Plus Bond

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.52

Assets in Top Ten Holdings

327M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.92B

Fund Type

OpenEnd

Index Fund

Management Fee

0.40

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

550.00

Number of Net Holdings

550.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.11%

Gain YTD

2.674

Annual Yield % from dividends

5.20

Returns for 1 year

4.96

Returns for 3 years

10.82

Returns for 5 years

7.91

Returns for 10 years

32.13

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General Information

Category IntermediateTermBond

Profile

Fundamentals

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