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 110 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | WCPNX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | WCPNX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | WCPNX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | WCPNX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | WCPNX vs BCOIX |
Best Risk-Adjusted Alternatives to WCPNX
WCPNX has a PortfoliosLab risk / return rank of 34. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | WCPNX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | WCPNX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | WCPNX vs LCTRX | |
| MassMutual Diversified Bond Fund | 84 | — | May 1999 | WCPNX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 75 | — | Apr 1997 | WCPNX vs GUGAX |
Top Performing WCPNX Alternatives (YTD)
WCPNX is at 1.11% YTD. There are 25 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 3.28% | — | Feb 1984 | WCPNX vs PGSIX | |
| 1290 Diversified Bond Fund | 3.16% | — | Jul 2015 | WCPNX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.04% | — | Apr 2021 | WCPNX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | WCPNX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | WCPNX vs SEATX |
Lowest Volatility Alternatives to WCPNX
WCPNX has 3.76% 1-year volatility. There are 40 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | WCPNX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | WCPNX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.97% | — | Jul 2010 | WCPNX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | WCPNX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | WCPNX vs HOBIX |
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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | WCPNX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | WCPNX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | WCPNX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | WCPNX vs LCTIX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Weitz Value Fund | Large Cap Blend Equities | 1 | -7.33% | — | May 1986 | WCPNX vs WVALX | |
| Weitz Partners Value Fund | Large Cap Blend Equities | 2 | -3.08% | — | Jun 1983 | WCPNX vs WPVLX | |
| Weitz Short Duration Income Fund | Short-Term Bond | 93 | 1.20% | — | Dec 1988 | WCPNX vs WEFIX | |
| Weitz Balanced Fund | Diversified Portfolio | 6 | -0.55% | — | Sep 2003 | WCPNX vs WBALX | |
| Weitz Partners III Opportunity Fund | Long-Short | 3 | -3.24% | — | Dec 2005 | WCPNX vs WPOPX | |
| 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 11 categories, 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.
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