WCERX Mutual Fund
WCERX Mutual Fund
Virtus Westchester Event-Driven Fund Class A
WCERX Mutual Fund Overview
WCERX Mutual Fund (Virtus Westchester Event-Driven Fund Class A) is managed by Virtus Investment Partners with $2.4M in net assets. WCERX expense ratio is 1.91%, holding 434 positions across sectors including Unknown, Other, Communication Services. Inception date: 2017-03-22.
WCERX performance shows a YTD return of 1.38%. The 1-year return is 9.39% and the 5-year return is 3.30%. WCERX dividend yield stands at 11.06%, paid annually.
WCERX top holdings include Endeavor Group Holdings Inc (9.1%), Mauser Packagin 9.25% 04/15/30 (4.2%), Aptiv Holdings Ltd Common Stock USD 0.01 (3.2%), Exact Sciences Corp. (2.8%), Ams Ag (2.7%). View all WCERX holdings, sector breakdown, or dividend history.
WCERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WCERX alternatives are available via the screener, along with tax-loss harvesting opportunities.