Weitz Core Plus Income Fund Investor Class

WCPNX · NASDAQ

Market closed$9.57$0.00 (0.00%)

Key statistics

Previous close$9.57
Open$9.57
Day high$9.57
Day low$9.57
52-week high$9.84
52-week low$9.50
Market cap4.29B
Volume
Average volume
P/E ratio
Forward P/E
EPS
Dividend yield0.00%

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Weitz Core Plus Income Fund held essentially flat as fixed income markets navigate a mixed macro backdrop. The broader financial sector is near 52-week highs (XLF approaching $56.94), buoyed by a blowout Q2 earnings season for Wall Street banks—Goldman Sachs, JPMorgan, BofA, and Citigroup all topped estimates on surging trading and investment banking revenues. However, tech-driven equity volatility and geopolitical risks from the U.S.-Iran conflict are keeping bond investors cautious, while softer CPI data has supported rate-cut expectations that could benefit core-plus bond strategies.
July 15, 2026Weitz Core Plus Income Fund edged up modestly, supported by a broadly constructive backdrop for fixed income and financial services. Strong Q2 earnings from major asset managers — BlackRock topped estimates with record iShares inflows surpassing $6 trillion in AUM, while Goldman Sachs, Morgan Stanley, JPMorgan, and BNY all beat forecasts — boosted sentiment across the financial sector. Meanwhile, a cooler-than-expected June CPI reading (3.5% vs. 4.2% prior) eased rate-hike fears, offering a tailwind for bond-oriented funds, though persistent geopolitical risk from the U.S.-Iran conflict and elevated oil prices keep the rate outlook uncertain heading into the July Fed meeting.

0.3145

July 1, 2026Weitz Core Plus Income Fund edged modestly lower as fixed income markets face pressure from rising Treasury yields, with the 10-year yield climbing to around 4.49% and traders boosting bets on a possible Fed rate hike by September following hawkish signals from new Fed Chair Kevin Warsh. A weaker-than-expected ADP private payrolls report (98,000 vs. 118,000 estimated) added uncertainty ahead of Friday's June nonfarm payrolls release, keeping investors cautious on rate-sensitive bond funds as broader markets enter the second half of 2026 on an uneven footing.

-0.5165

June 30, 2026Weitz Core Plus Income Fund is trading essentially flat as fixed income investors weigh a complex macro backdrop heading into the final session of the first half of 2026. The Supreme Court's ruling to protect Federal Reserve Governor Lisa Cook's position has reinforced expectations of Fed independence, providing some stability to rate outlooks — a key driver for bond funds like WCPNX. Meanwhile, headline inflation running at 4.1% and markets pricing a ~30% chance of a Fed rate hike next month continue to weigh on the broader fixed income landscape.

0.1034

Investor's Business Daily · March 20, 2026Best Mutual Funds Awards 2026: Best U.S. Taxable Bond FundsInvestor's Business Daily · March 21, 2025Best Mutual Funds Awards 2025: Best U.S. Taxable Bond Funds

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