Short Duration Income Fund Quote
WEFIX Fund | USD 12.05 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Short Duration is trading at 12.05 as of the 21st of July 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 12.04. Short Duration has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st 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 Short Duration Income
Moving together with Short Mutual Fund
Short Mutual Fund Highlights
Fund Concentration | Weitz Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Weitz (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 24th of October 2022 |
Fiscal Year End | March |
Short Duration Income [WEFIX] is traded in USA and was established 21st of July 2025. Short Duration is listed under Weitz category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Weitz family. This fund at this time has accumulated 772.87 M in net assets with no minimum investment requirementsShort Duration Income is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.01%, while the total return for the last 3 years was 5.19%.
Check Short Duration Probability Of Bankruptcy
Instrument Allocation
Short Duration Income Risk Profiles
Mean Deviation | 0.0742 | |||
Standard Deviation | 0.1114 | |||
Variance | 0.0124 | |||
Downside Variance | 0.0088 |
Short Duration Against Markets
Other Information on Investing in Short Mutual Fund
Short Duration financial ratios help investors to determine whether Short 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 Short with respect to the benefits of owning Short Duration security.
Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |