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

WCERX performance shows a YTD return of 1.38%. The 1-year return is 3.20% and the 5-year return is 3.90%. WCERX dividend yield stands at 11.06%, paid annually.

WCERX 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 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.