WCPNX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to WCPNX

WCPNX charges 0.89% annually. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	WCPNX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	WCPNX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	WCPNX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	WCPNX vs EINFX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	WCPNX vs BCPIX

Best Risk-Adjusted Alternatives to WCPNX

WCPNX has a PortfoliosLab risk / return rank of 31. There are 32 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	WCPNX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	WCPNX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	WCPNX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	WCPNX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	WCPNX vs GUGAX

Top Performing WCPNX Alternatives (YTD)

WCPNX is at 0.80% YTD. There are 27 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	WCPNX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	WCPNX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	WCPNX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	WCPNX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	WCPNX vs SEATX

Lowest Volatility Alternatives to WCPNX

WCPNX has 3.78% 1-year volatility. There are 42 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	WCPNX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	WCPNX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	WCPNX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	WCPNX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	WCPNX vs LCTIX

Lowest Drawdown Alternatives to WCPNX

WCPNX has a 1-year max drawdown of -2.74%. There are 30 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	WCPNX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	WCPNX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	WCPNX vs GUGAX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	WCPNX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	WCPNX vs LCTRX

Other Mutual Funds from Weitz

The 6 most viewed Weitz mutual funds shown here include WVALX, WPVLX, WEFIX and span 5 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WVALX	Weitz Value Fund	Large Cap Blend Equities	2	-5.45%	—	May 1986	WCPNX vs WVALX
WPVLX	Weitz Partners Value Fund	Large Cap Blend Equities	1	-4.49%	—	Jun 1983	WCPNX vs WPVLX
WEFIX	Weitz Short Duration Income Fund	Short-Term Bond	92	1.29%	—	Dec 1988	WCPNX vs WEFIX
WBALX	Weitz Balanced Fund	Diversified Portfolio	5	-0.90%	—	Sep 2003	WCPNX vs WBALX
WPOPX	Weitz Partners III Opportunity Fund	Long-Short	3	-3.01%	—	Dec 2005	WCPNX vs WPOPX
WNTFX	Weitz Nebraska Tax-Free Income Fund	Municipal Bonds	—	—	—	Dec 2006	WCPNX vs WNTFX

Often Compared With WCPNX

Investors most often compare WCPNX with PIMIX, NEFRX, FTHRX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	45	1.00%	—	Mar 2007	WCPNX vs PIMIX
NEFRX	Loomis Sayles Core Plus Bond Fund	Intermediate Core-Plus Bond	31	0.31%	—	Nov 1973	WCPNX vs NEFRX
FTHRX	Fidelity Intermediate Bond Fund	Total Bond Market	26	0.15%	—	May 1975	WCPNX vs FTHRX
CMBS	iShares CMBS ETF	Mortgage Backed Securities	32	0.14%	481.90M	Feb 2012	WCPNX vs CMBS
FTBFX	Fidelity Total Bond Fund	Total Bond Market	27	0.57%	—	Oct 2002	WCPNX vs FTBFX
PDBAX	PGIM Total Return Bond Fund	Intermediate Core-Plus Bond	24	0.53%	—	Jan 1995	WCPNX vs PDBAX
FBND	Fidelity Total Bond ETF	Intermediate Core-Plus Bond	40	0.50%	25.56B	Oct 2014	WCPNX vs FBND
PTIAX	Performance Trust Strategic Bond Fund	Intermediate Core-Plus Bond	31	0.86%	—	Aug 2010	WCPNX vs PTIAX
EVTR	Eaton Vance Total Return Bond ETF	Intermediate Core-Plus Bond	43	0.28%	5.34B	Nov 1984	WCPNX vs EVTR
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	36	0.25%	136.46B	Sep 2003	WCPNX vs AGG
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	36	2.70%	—	Jul 2006	WCPNX vs HBLYX
UBND	VictoryShares Core Plus Intermediate Bond ETF	Intermediate Core-Plus Bond	45	0.23%	1.89B	Oct 2021	WCPNX vs UBND
TLT	iShares 20+ Year Treasury Bond ETF	Government Bonds, Long-Term Bond	16	-0.27%	42.90B	Jul 2002	WCPNX vs TLT
FTABX	Fidelity Tax-Free Bond Fund	Municipal Bonds	70	1.61%	—	Apr 2001	WCPNX vs FTABX
NVG	Nuveen AMT-Free Municipal Credit Income Fund		74	2.31%	—	Mar 2002	WCPNX vs NVG
LAPLX	Lord Abbett Core Plus Bond Fund	Intermediate Core-Plus Bond	26	0.42%	—	Apr 2017	WCPNX vs LAPLX
PGEOX	George Putnam Balanced Fund	Diversified Portfolio	86	8.89%	—	Nov 1937	WCPNX vs PGEOX
USIBX	USAA Intermediate Term Bond Fund	Intermediate Core-Plus Bond	27	0.60%	—	Aug 1999	WCPNX vs USIBX
FZOLX	Fidelity SAI Low Duration Income Fund	Ultrashort Bond	98	1.36%	—	Oct 2020	WCPNX vs FZOLX
DODIX	Dodge & Cox Income Fund	Total Bond Market	29	0.51%	—	—	WCPNX vs DODIX

Compare WCPNX with Any Fund or Stock

Compare WCPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WCPNX with funds that move differently

Weitz Core Plus Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCPNX.

Explore WCPNX Diversifiers

Weitz Core Plus Income Fund (WCPNX) Alternatives