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WCPBX/WCPNX

willmatt72
in Fund Discussions
Just curious what others think about this intermediate bond fund, now that it has a 3-year record behind it with current managers. It is designated as a Great Owl on MFO. Looks like reasonable expenses, fairly low duration, good SD and SR, along with a good upside/downside capture ratio. It hasn't had a great year but that could be due its high stake in treasuries (38%) right now. That may help it when there is a correction in equities, however. Any thoughts on this fund?

Comments

  • MikeMMikeM
    WCPBX WCPNX
  • TedTed
    edited November 2017
    @willmatt72 & MFO Members: May be to early to tell, but so far I'm not impressed with this intermediate bond fund. I still like DODIX, in the intermediate bond fund space, with lower ER and higher yield, and a excellent long-term track record.
    Regards,
    Ted
  • willmatt72
    I would say it's too early to tell, as WCPNX has it beat with a higher 3-year return with lower SD, and higher SR. It will be interesting to see how it does over the long term or with a correction.
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