Weitz Core Plus Income Fund (WCPNX) Alternatives
Weitz Core Plus Income Fund (WCPNX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCPNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WCPNX
WCPNX charges 0.89% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among WCPNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | WCPNX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | WCPNX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | WCPNX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | WCPNX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | Dec 28, 2007 | WCPNX vs BCPIX |
Best Risk-Adjusted Alternatives to WCPNX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | WCPNX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | WCPNX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | Jul 30, 2010 | WCPNX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | WCPNX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | 74 | Jun 29, 2018 | WCPNX vs MWIGX |
Top Performing WCPNX Alternatives (YTD)
WCPNX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.93% | Apr 28, 2021 | WCPNX vs NPCT | |
| Putnam Mortgage Securities Fund | 1.26% | Feb 8, 1984 | WCPNX vs PGSIX | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | WCPNX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | WCPNX vs HOBIX | |
| Western Asset SMASh Series M Fund | 0.56% | Dec 27, 2006 | WCPNX vs LMSMX |
Lowest Volatility Alternatives to WCPNX
WCPNX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | WCPNX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | WCPNX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | WCPNX vs LCTRX | |
| Holbrook Income Fund Class I | 2.08% | Jul 6, 2016 | WCPNX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | WCPNX vs TGRNX |
Lowest Drawdown Alternatives to WCPNX
WCPNX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | WCPNX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | WCPNX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | WCPNX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | WCPNX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | WCPNX vs MWIGX |
Other Mutual Funds from Weitz
Most popular Weitz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Weitz Value Fund | Large Cap Blend Equities | 1 | -12.08% | May 9, 1986 | WCPNX vs WVALX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 2 | -8.30% | Jun 1, 1983 | WCPNX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 98 | 0.23% | Dec 23, 1988 | WCPNX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 6 | -3.00% | Sep 30, 2003 | WCPNX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 2 | -7.95% | Dec 29, 2005 | WCPNX vs WPOPX | |
| Weitz Nebraska Tax-Free Income Fund | Municipal Bonds | 82 | 0.67% | Dec 28, 2006 | WCPNX vs WNTFX |
Often Compared With WCPNX
What investors most often compare with WCPNX, based on PortfoliosLab usage data.
Compare WCPNX with Any Fund or Stock
Compare WCPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.