Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
The Weitz Core Plus Income Fund Investor Class (WCPNX) focuses on generating income through a diversified portfolio of fixed-income securities, including corporate bonds, government bonds, and mortgage-backed securities. Its competitive position is bolstered by a disciplined investment approach and a strong track record of risk-adjusted returns, particularly in volatile markets.
WCPNX generates revenue primarily through management fees based on the total assets under management, which are calculated as a percentage of AUM. The fund's strategy focuses on a core plus approach, allowing it to invest in a range of fixed-income securities, providing flexibility and potential for enhanced returns compared to traditional bond funds.
Changes in interest rates impacting bond prices and yields
Fluctuations in credit spreads affecting the performance of corporate bonds
Investor sentiment towards fixed-income investments
Regulatory changes impacting asset management fees
Potential regulatory changes affecting asset management fees and practices
Market volatility impacting investor confidence in fixed-income securities
Increased competition from passive investment vehicles and ETFs
Pressure on fees from lower-cost alternatives
Liquidity risk associated with potential redemption requests during market downturns
Limited leverage, which may restrict growth opportunities
moderate - The fund's performance is somewhat linked to economic cycles, as interest rates and credit conditions can affect bond market performance.
Rising interest rates typically lead to declining bond prices, which can negatively impact the fund's NAV. However, higher rates can also enhance future yields on new investments.
minimal - The fund's exposure to credit risk is limited, as it primarily invests in high-quality fixed-income securities.
income - The fund appeals to income-focused investors seeking stable returns from fixed-income investments.
low - The fund typically exhibits low volatility due to its focus on fixed-income securities.