WCFIX Mutual Fund

WCFIX Mutual Fund (Virtus Westchester Credit Event Fund Class I) is managed by Virtus Investment Partners with $72.9M in net assets. WCFIX expense ratio is 1.43%, holding 267 positions across sectors including Communication Services, Industrials, Financials. Inception date: 2017-12-29.

WCFIX performance shows a YTD return of 1.11%. The 1-year return is 2.82% and the 5-year return is 3.60%. WCFIX dividend yield stands at 8.30%, paid monthly.

WCFIX top holdings include Dana Inc Regd 4.25000000 (3.9%), Azul Secured Finance Llp 15 2026-02-27 (3.6%), Big River Steel Llc / Brs Finance Corp 6.625%01/31/2029 (3.6%), T/L Lumen Technologies Inc Regd Zcp Term Loan 0.00000000 7.67852%04/16/2029 (3.5%), Exact Sciences Corporation 2 03/01/2030 (3.3%). Go to all WCFIX holdings, WCFIX sectors, or WCFIX dividends.

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