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Weitz Core Plus Income Fund Marks 5-Year Anniversary With 5-star M* Rating: ( WCPBX/ WCPNX)

TedTed
in The Bullpen
FYI: Weitz Investment Management, Inc. (weitzinvestments.com), Adviser to the Weitz Funds, announced today the five year anniversary of the Weitz Core Plus Income Fund (WCPBX, WCPNX), which received a 5-Star Overall Morningstar RatingTM for its Institutional Share Class, as of July 31, 2019 (WCPBX). The Fund is a flexible, intermediate-term bond portfolio that seeks to provide maximum total return consistent with the preservation of capital. Weitz Core Plus Income Fund’s Institutional Share Class returned 3.76% annualized through its initial 5-year period ended July 31, outpacing its benchmark (Bloomberg Barclays U.S. Aggregate Bond Index) by 72 bps. The Fund’s Institutional Share Class was also in the top 6% of 457 funds in Morningstar’s Intermediate Core-Plus Bond category for the 5-year period ended July 31, 2019.
Regards,
Ted
https://www.businesswire.com/news/home/20190806005940/en/Weitz-Core-Income-Fund-Marks-5-Year-Anniversary

M*: Snapshot WCPBX:
https://www.morningstar.com/funds/xnas/wcpbx/quote

M* Snapshot WCPNX:
https://www.morningstar.com/funds/xnas/wcpnx/quote
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