WCEIX Mutual Fund

WCEIX Mutual Fund (Virtus Westchester Event-Driven Fund Class I) is managed by Virtus Investment Partners with $129.3M in net assets. WCEIX expense ratio is 1.66%, holding 434 positions across sectors including Communication Services, Health Care, Financials. Inception date: 2014-01-02.

WCEIX performance shows a YTD return of 1.55%. The 1-year return is 3.52% and the 5-year return is 4.15%. WCEIX dividend yield stands at 11.16%, paid annually.

WCEIX top holdings include Endeavor Group Hold-Class A (9.1%), Mauser Packagin 9.25% 04/15/30 (4.2%), Aptiv Holdings Ltd Common Stock USD 0.01 (3.2%), Excat Scienece Corporation (2.8%), Ams Ag (2.7%). Go to all WCEIX holdings, WCEIX sectors, or WCEIX dividends.

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