Core Plus Income Fund Quote

WCPNX Fund  USD 9.73  0.01  0.10%   

Performance

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Odds Of Distress

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Core Plus is trading at 9.73 as of the 5th of February 2026; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 9.74. Core Plus has about a 21 % 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 7th of November 2025 and ending today, the 5th of February 2026. 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

  0.76SAFEX Weitz Ultra ShortPairCorr
  0.82WSHNX Short Duration IncomePairCorr
  0.71WBALX Balanced Fund BalancedPairCorr
  0.71WBAIX Weitz BalancedPairCorr
  0.99WCPBX Core Plus IncomePairCorr

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 February 2026. 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 4.03 B in net assets with no minimum investment requirementsCore Plus Income is currently producing year-to-date (YTD) return of 0.41% with the current yeild of 0.05%, while the total return for the last 3 years was 5.1%.
Check Core Plus Probability Of Bankruptcy

Instrument Allocation

Core Plus Income Risk Profiles

Core Plus Against Markets

Core Mutual Fund Analysis Notes

The fund keeps most of the net assets in exotic instruments. Core Plus Income last dividend was 0.06 per share. Large For more information please call the company at 800-304-9745.

Core Plus Income Investment Alerts

The fund keeps most of the net assets in exotic instruments.

Top Core Plus Income Mutual Fund Constituents

QRTEPQurate RetailPreferred Stock

Core Plus Outstanding Bonds

Core Plus issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Core Plus Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Core bonds can be classified according to their maturity, which is the date when Core Plus Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Core Plus Predictive Daily Indicators

Core Plus intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Core Plus mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Core Plus Forecast Models

Core Plus' time-series forecasting models are one of many Core Plus' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Core Plus' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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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