Core Plus Income Fund Investor Class
WCPNX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 1125 South 103 St Omaha NE United States of America 68124
- IPO Date
- Aug 1, 2014
- CIK
- 0001257927
- Similar Companies
- Business
- Core Plus Income Fund Investor Class (WCPNX) is a mutual fund offered by Wasatch Advisors that seeks total return through a combination of income and capital appreciation by investing primarily in a diversified portfolio of investment-grade and below-investment-grade fixed-income securities. The fund's core products and services include high-yield bonds, corporate debt, mortgage-backed securities, asset-backed securities, U.S. Treasury and agency securities, and opportunistic investments in non-U.S. dollar-denominated debt; it employs active management strategies such as duration management, sector rotation, and credit selection to navigate interest rate and credit market cycles, targeting intermediate-term investors seeking higher yields than traditional core bond funds. Geographically, the fund operates with a primary focus on U.S. markets while including global fixed-income opportunities, serving individual and institutional investors through the Investor Class shares with a ticker symbol WCPNX. Wasatch Advisors, headquartered in Salt Lake City, Utah, and founded in 1975, manages the fund as part of its broader suite of equity and fixed-income strategies, with no publicly disclosed parent company or major subsidiaries specific to WCPNX. In recent developments within the last 1-2 years, the fund has benefited from Wasatch Advisors' strategic expansion into enhanced fixed-income offerings amid rising interest rates, including portfolio adjustments to capitalize on short-duration, high-quality credits and selective high-yield opportunities following Federal Reserve rate hikes in 2023-2024. No significant acquisitions, partnerships, funding rounds, name changes, or major reorganizations have been reported for the fund or Wasatch Advisors directly impacting WCPNX; however, the firm has emphasized talent additions in credit research to support yield-focused strategies in a volatile bond market. The fund targets conservative income-oriented customers, such as retirees and balanced portfolios, within the mutual fund segment of the asset management industry.