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Core Plus Income Fund Institutional Class: (MF: WCPBX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:45 PM ET

$9.66 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.41 54
3 months 1.53 41
6 months 3.93 28
1 Year 6.50 32
3 Year 5.98 41
5 Year 2.08 46
10 Year 3.77 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.61
5 Year 1.77
10 Year 3.76
Since Inception 3.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.47 1.38 2.11 1.43
2024 0.29 0.67 4.79 -2.31
2023 3.29 0.31 -2.35 5.83
2022 -4.00 -4.67 -2.85 1.41
2021 -0.73 2.20 0.20 0.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.417.613.367.08-9.851.6710.377.541.683.036.61
% Total Return Rel to Index 0.100.232.101.563.163.212.86-1.181.66-0.513.95
% Total Return Rel to Peer -0.270.59-0.500.69-0.321.004.43-0.442.82-0.971.47
% Perf Quintile vs Peer* 4.002.000.002.003.002.001.003.001.004.002.00
% Dividends 0.070.480.510.480.280.250.370.300.270.260.33
% Yield 0.394.665.064.682.862.183.182.742.602.433.07
Capital Gains ($) 0.000.000.000.000.010.030.200.020.000.000.00
Expense Ratio 0.000.450.440.400.400.400.400.400.400.570.65

* 1 = Top 20%, 5 = Bottom 20%