Short Duration Income FundWEFIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$1.5B
Expense ratio
0.45%
1-year return
+4.6%
3 years, a year
+5.4%
5 years, a year
+3.1%
Holdings
433
What it aims to do.
The investment objective of the Fund is current income consistent with the preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Trust II: JPMorgan US Government Money Market Fund; Institutional Shares | 4.22% |
| United States of America | 1.47% |
| United States of America | 1.33% |
| United States of America | 1.13% |
| United States of America | 1.11% |
| Freddie Mac | 1.05% |
| United States of America | 1.03% |
| United States of America | 1.01% |
| United States of America | 1.01% |
| United States of America | 0.99% |
More on WEFIX.
- WEFIX overview
- WEFIX holdings
- WEFIX risk
- WEFIX costs
- WEFIX money in and out
- WEFIX share classes
- Compare WEFIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.