Core Plus Income FundWCPBX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$4.3B
Expense ratio
0.45%
1-year return
+3.2%
3 years, a year
+5.2%
5 years, a year
+1.5%
12-month yield
4.90%
Holdings
563
What it aims to do.
The primary investment objectives of the Fund are current income and capital preservation. A secondary investment objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States of America | 2.33% |
| United States of America | 2.29% |
| United States of America | 2.06% |
| United States of America | 2.01% |
| United States of America | 1.86% |
| United States of America | 1.82% |
| Freddie Mac | 1.66% |
| United States of America | 1.46% |
| United States of America | 1.28% |
| United States of America | 1.17% |
More on WCPBX.
- WCPBX overview
- WCPBX holdings
- WCPBX risk
- WCPBX costs
- WCPBX money in and out
- WCPBX share classes
- Compare WCPBX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.