About WSHNX
Weitz Short Duration Income Fund Investor Class is an actively managed mutual fund focused on generating current income while preserving capital. The strategy centers on short-term, investment-grade fixed income, seeking to limit interest-rate sensitivity through a low effective duration profile and a diversified mix of government, agency, securitized, and high-quality corporate bonds. The fund is designed as a core short-duration allocation, emphasizing income generation and explicit downside risk management across market cycles rather than tracking a benchmark. It typically maintains broad diversification, with notable exposure to U.S. Treasuries, agency mortgage-backed securities, and cash equivalents to support liquidity and stability. Management applies a flexible, opportunistic approach to pursue favorable risk/reward opportunities within the short-term bond universe, under the long-tenured leadership of Tom Carney, CFA. Classified in the short-term bond category, the fund aims to balance yield with limited interest-rate risk, appealing to investors seeking a conservative bond sleeve within a broader fixed income allocation.
Fund Family Weitz
Category Short-Term Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WSHNX
Share Class - Investor Class
Index Bloomberg Aggregate 1-3 Y TR
WSHNX had a total return of 4.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.31%.
