Core Plus is trading at 9.56 as of the 20th of July 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 9.58. Core Plus has about a 20 % 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 21st of April 2025 and ending today, the 20th of July 2025. 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 20th of July 2025. 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 3.16% with the current yeild of 0.01%, while the total return for the last 3 years was 3.94%.
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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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