Weitz Core Plus Income Fund Wins Two Lipper Fund Awards

2025 is the second consecutive year Weitz Core Plus Income Fund has received recognition.

Weitz Investment Management, Inc. (WIM) is pleased to announce that Weitz Core Plus Income Fund (WCPBX) received two 2025 LSEG Lipper Fund Awards for best fund in Lipper’s Core Plus Bond Funds category in both the 5- and 10- year categories – its first year eligible for the 10-year award.

Managed by co-heads of fixed income Tom Carney, CFA®, and Nolan Anderson, the fund earned the same distinction in 2024 for the 3- and 5-year periods, marking back-to-back years of recognition. This underscores the fund’s notable outperformance and reinforces Weitz’s position as a leader in active fixed income management. The LSEG Lipper Fund Awards recognize funds that deliver strong risk-adjusted returns relative to their peers. The Weitz Core Plus Income Fund continues to stand out for its disciplined and flexible approach.

“Our goal has always been to deliver strong risk-adjusted returns to our shareholders,” said Tom Carney. “We actively seek the most attractive opportunities, both within and beyond traditional indices, to deliver differentiated outcomes. This recognition is a testament to our process, our team and our commitment."

“Over the past decade, the fixed income market has evolved significantly, presenting both challenges and opportunities,” said Nolan Anderson. “Our flexible investment approach is designed to navigate these shifts effectively, helping us deliver strong risk-adjusted results for our shareholders.”

About LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

LSEG Lipper Fund Awards, ©2025 LSEG. All rights reserved. Used under license.

About Weitz Investment Management

Weitz Investment Management, Inc. is an independent, boutique asset management firm headquartered in Omaha, Nebraska. Since its founding by Wally Weitz in 1983, the firm has focused on providing exceptional service and delivering solid long-term, risk-adjusted returns. Weitz is guided by a steadfast investment philosophy of using bottom-up, fundamental research to build high-quality, high-conviction portfolios. Across its equity, fixed income, and conservative allocation solutions, Weitz takes long-term views that aim to transcend short-term market noise and volatility. The approach aims to deliver enduring value in an ever-changing market.

Please visit weitzinvestments.com for more information.

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