WTC-CIF II Core Bond Plus (Series 2) (CBPSBX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	9.27
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	9.21
52-Week High	9.50
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CBPSBX

Wellington CIF II Core Bond Plus Portfolio Series 2 is an intermediate-term core-plus bond mutual fund managed by Wellington Management Company LLP. Its primary purpose is to provide investors with a long-term total return that surpasses major domestic bond market benchmarks, such as the Bloomberg US Aggregate Bond Index. The fund accomplishes this by investing predominantly in investment-grade U.S. fixed-income securities, including government, corporate, and securitized debt, while also maintaining flexibility to allocate a portion of assets to non-core sectors like high-yield corporate bonds, bank loans, emerging market debt, and non-U.S. currencies. This diversified approach aims to expand potential sources of return while managing risk through active portfolio management. Wellington CIF II Core Bond Plus Portfolio Series 2 appeals to both individual and institutional investors seeking a broadly diversified bond allocation with the opportunity for enhanced yield relative to traditional core bond funds. With substantial assets under management and an experienced management team, the fund plays a significant role in the intermediate core-plus bond segment, helping investors meet income and diversification objectives within their fixed-income portfolios.

• Stock Exchange: NASDAQ
• Ticker Symbol: CBPSBX

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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