Short Duration Income Fund Quote
| WSHNX Fund | USD 11.96 0.00 0.00% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Short Duration is trading at 11.96 as of the 4th of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 11.96. Short Duration has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Short Duration Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of December 2022 and ending today, the 4th of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities , corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.. More on Short Duration Income
Short Mutual Fund Highlights
| Fund Concentration | Weitz Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Weitz (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 24th of October 2022 |
| Fiscal Year End | March |
Short Duration Income [WSHNX] is traded in USA and was established 4th of December 2024. Short Duration is listed under Weitz category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Weitz family. This fund at this time has accumulated 772.87 M in net assets with minimum initial investment of 2.5 K. Short Duration Income is currently producing year-to-date (YTD) return of 5.33% with the current yeild of 0.0%, while the total return for the last 3 years was 2.82%.
Check Short Duration Probability Of Bankruptcy
Instrument Allocation
Short Duration Income Risk Profiles
| Mean Deviation | 0.0793 | |||
| Standard Deviation | 0.1111 | |||
| Variance | 0.0123 | |||
| Downside Variance | 0.0128 |
Short Duration Against Markets
Other Information on Investing in Short Mutual Fund
Short Duration financial ratios help investors to determine whether Short Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Short with respect to the benefits of owning Short Duration security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |