WCPNX – Weitz Core Plus Income Investor Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital preservation; long-term capital appreciation is the secondary consideration. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities and related derivative instruments. The fund may invest up to 25% of its total assets in debt securities which are unrated or which are non-investment grade (commonly referred to as “high yield” or “junk bonds”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WCPNX	Weitz Core Plus Income Fund Investor Class	No Load	Open			Jul 31, 2014	$389.86M	0.650%	Above Average	$2,500	−$89.45M
WCPBX	Weitz Core Plus Income Fund Institutional Class	Institutional	Open			Jul 31, 2014	$3.81B	0.450%	Average	$1M	$676.73M

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