Core Plus is trading at 9.67 as of the 27th of November 2024; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 9.68. Core Plus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Core Plus Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of September 2024 and ending today, the 27th of November 2024. 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. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.. More on Core Plus Income
Core Plus Income [WCPBX] is traded in USA and was established 27th of November 2024. 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 814.49 M in net assets with minimum initial investment of 1000 K. Core Plus Income is currently producing year-to-date (YTD) return of 3.5% with the current yeild of 0.01%, while the total return for the last 3 years was 0.09%.
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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.