WSHNX Mutual Fund

WSHNX Mutual Fund (Weitz Short Duration Income Fund Investor Class) is managed by Weitz Funds with $30.7M in net assets. WSHNX expense ratio is 0.65%, holding 433 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2011-08-01.

WSHNX performance shows a YTD return of 1.50%. The 1-year return is 3.79% and the 5-year return is 2.71%. WSHNX dividend yield stands at 3.98%, paid monthly.

WSHNX top holdings include Jpmorgan U.S. Government Money Market Fund, Class Institutional (4.2%), United States Treasury Notes 4.5%, 4.50%, 07/15/26 (1.5%), Us Treasury N/Bu.S. Treasury Note/Bond 04/30/2026 (1.3%), U.s. Treasury Notes 1.625 10/31/2026 (1.1%), Us Treasury N/B 06/32 4 (1.1%). Go to all WSHNX holdings, WSHNX sectors, or WSHNX dividends.

WSHNX can be compared against other funds. Use WSHNX overlap to find shared positions, or WSHNX vs another fund for a side-by-side view. WSHNX alternatives are available via the screener, along with tax-loss harvesting opportunities.