WTC-CIF II Core Bond Plus (Series 4) (CBPSDX)

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	8.91
YTD Return	n/a
1-Year Return	n/a
5-Year Return	n/a
52-Week Low	8.86
52-Week High	9.14
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CBPSDX

Wellington CIF II Core Bond Plus Portfolio Series 4 is an open-end mutual fund that focuses on the intermediate core-plus bond category. Its primary objective is to achieve a long-term total rate of return surpassing the performance of comprehensive fixed-income benchmarks such as the Bloomberg US Aggregate Bond Index. The fund invests predominantly in high-quality, investment-grade U.S. fixed income securities, which include government, corporate, and securitized debt instruments. With added flexibility, it may also allocate a portion of its holdings to non-core sectors such as high-yield bonds, bank loans, emerging market debt, and non-U.S. securities. This diversified approach allows the portfolio to capture a broader range of risk and return opportunities across global debt markets. Designed to serve as a foundational fixed-income holding, the fund maintains a large number of individual securities and a substantial asset base, providing broad exposure and liquidity. Its role in the financial market is to offer investors a blend of steady income potential and modest capital appreciation, while managing interest rate and credit risk within a disciplined, actively managed framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: CBPSDX

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

Data Sources Report a data error