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Weitz Core Plus Income Fund Institutional Class (WCPBX)

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9.650 +0.010    +0.10%
14/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Weitz
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.74B
Weitz Core Plus Income Fund Institutional Class 9.650 +0.010 +0.10%

Weitz Core Plus Income Fund Institutional Class Overview

 
On this page you'll find an in-depth profile of Weitz Core Plus Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of WCPBX among other information.
Category

Intermediate Core-Plus Bond

Total Assets

1.74B

Expenses

0.44%

Inception Date

7-31-2014

Investment Strategy

The investment seeks current income and capital preservation; long-term capital appreciation is the secondary consideration. Under normal circumstances, the fund will invest at least 80% 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.

Contact Information

Address 1125 South 103rd Street, Suite 200
Omaha,NE 68124-1071
United States
Phone +1 8003049745

Top Executives

Name Title Since Until
Nolan P. Anderson Portfolio Manager 2014 Now
Biography Portfolio Manager Conservative Allocation / Balanced Fund (Since July 2021) Core Plus Income / Core Plus Income Fund (Since July 2014) Short Duration Income / Short Duration Income Fund (Since July 2017) Ultra Short Government Fund (Since December 2016) Investment industry experience since 2004 Nolan Anderson joined Weitz Investment Management in 2011 as a fixed income research analyst. In 2014, he was promoted to portfolio manager. Previously, Mr. Anderson performed financial modeling and due diligence on leveraged buyout transactions for Wells Fargo Bank. Mr. Anderson has a bachelor’s in real estate and land use economics and an MBA from the University of Nebraska Omaha.
Thomas D. Carney Portfolio Manager 2014 Now
Biography Director of Fixed Income Research Portfolio Manager Core Plus Income / Core Plus Income Fund (Since July 2014) Nebraska Tax-Free Income Fund (Since January 1996) Short Duration Income / Short Duration Income Fund (Since January 1996) Ultra Short Government Fund (Since January 1996) Investment industry experience since 1982 Tom Carney joined Weitz Investment Management in 1995 as a research analyst and equity trader. He was promoted to portfolio manager in 1996. Previously, Mr. Carney held several positions at Chiles, Heider & Co., Inc. Mr. Carney has a bachelor’s in finance from the University of Nebraska at Omaha.
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