Weitz Core Plus Income Fund Institutional Class (WCPBX)
NASDAQ NASDAQ Primary Summary
WCPBX Chart
Weitz Core Plus Income Fund Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Bruce Wheadon Transce3nd, LLC | 50,543 | $489,232.33 | $479,147.64 | -$10,084.69 | -2.06% |
Weitz Core Plus Income Fund Institutional Class (WCPBX) FAQ
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Weitz Core Plus Income Fund Institutional Class Profile
| NASDAQ Exchange | United States Country |
Overview
The described entity is an investment fund that strategically focuses on the deployment of at least 80% of its net assets, in addition to any borrowed funds intended for investment purposes, towards a diversified portfolio of debt securities. This broad investment spectrum encompasses U.S. government securities, corporate debt securities, mortgage-backed securities, asset-backed securities, and foreign government securities, which may include sovereign debt. This diverse investment approach indicates the fund's commitment to seeking returns through a variety of debt instruments, leveraging different markets and sectors to potentially mitigate risk while aiming for consistent performance.
Products and Services
The fund offers a range of investment products concentrated on debt securities, each designed to cater to the varying preferences and risk tolerances of investors:
- U.S. Government Securities - These are securities issued by the United States Department of the Treasury or other federal government agencies, considered low-risk investments. They offer a reliable form of income while providing a safe haven during volatile market conditions.
- Corporate Debt Securities - This includes bonds issued by corporations with varying credit ratings. Investing in corporate debt allows the fund to capture potentially higher yields than those offered by government securities, albeit with increased risk.
- Mortgage-Backed Securities - These are investments secured by mortgages, which provide regular payments derived from homeowners paying off their mortgage loans. They offer an intricate balance of risk and return, influenced by the dynamics of the housing market.
- Asset-Backed Securities - Similar to mortgage-backed securities, these are bonds or notes backed by financial assets other than real estate, such as auto loans, credit card debt, or student loans. They provide diversified exposure to different consumer debt segments.
- Securities Issued by Foreign Governments - This portion of the portfolio includes sovereign debt, which is issued by foreign governments. Investing in foreign government securities enables the fund to tap into the economic performance of other countries, diversifying its risk and potentially enhancing returns, though it also introduces currency risk and geopolitical risk.
