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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.32
-0.02 (-0.21%)
Jul 8, 2026, 9:30 AM EST
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Previous Close9.34
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5-Year Returnn/a
52-Week Low9.28
52-Week High9.50
Beta (5Y)n/a
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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