WCERX Mutual Fund

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 596 positions across sectors including Industrials, Health Care, Communication Services. Inception date: 2017-03-22.

WCERX performance shows a YTD return of 2.07%. The 1-year return is 2.42% and the 5-year return is 2.94%. WCERX dividend yield stands at 6.02%, paid annually.

WCERX top holdings include Endeavor Energy (9.1%), Goldman Sachs Financial Square Funds - Treasury Instruments Fund (6.0%), A R C Resources Ltd. (3.5%), Unifirst Corp/ma (3.4%), Mauser Packagin 9.25% 04/15/30 (3.3%). Go to all WCERX holdings, WCERX sectors, or WCERX dividends.

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