Core Plus Income Fund Quote

WCPNX Fund  USD 9.76  0.02  0.20%   

Performance

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Odds Of Distress

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Core Plus is trading at 9.76 as of the 5th of December 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 9.78. Core Plus has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 6th of September 2025 and ending today, the 5th of December 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt securities and related derivative instruments. The fund may invest up to 25 percent of its total assets in debt securities which are unrated or which are non-investment grade .. More on Core Plus Income

Moving together with Core Mutual Fund

  0.78SAFEX Weitz Ultra ShortPairCorr
  0.78WSHNX Short Duration IncomePairCorr
  0.93WCPBX Core Plus IncomePairCorr

Moving against Core Mutual Fund

  0.48WPVLX Partners ValuePairCorr
  0.48WPVIX Partners ValuePairCorr

Core Mutual Fund Highlights

Fund ConcentrationWeitz Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Weitz (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date31st of July 2025
Fiscal Year EndMarch
Core Plus Income [WCPNX] is traded in USA and was established 5th of December 2025. Core Plus is listed under Weitz category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Weitz family. This fund at this time has accumulated 3.76 B in net assets with no minimum investment requirementsCore Plus Income is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.05%, while the total return for the last 3 years was 3.63%.
Check Core Plus Probability Of Bankruptcy

Instrument Allocation

Top Core Plus Income Mutual Fund Constituents

QRTEPQRTEP OldStockInternet Retail
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Core Plus Income Risk Profiles

Core Plus Against Markets

Other Information on Investing in Core Mutual Fund

Core Plus financial ratios help investors to determine whether Core Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Core with respect to the benefits of owning Core Plus security.
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