WCFIX Mutual Fund

WCFIX Mutual Fund (Virtus Westchester Credit Event Fund Class I) is managed by Virtus Investment Partners with $63.0M in net assets. WCFIX expense ratio is 1.43%, holding 278 positions across sectors including Communication Services, Financials, Materials. Inception date: 2017-12-29.

WCFIX performance shows a YTD return of 0.86%. The 1-year return is 0.98% and the 5-year return is 3.42%. WCFIX dividend yield stands at 9.16%, paid monthly.

WCFIX top holdings include Echostar Corp 10.75 11/30/2029 (4.6%), Organon Finance 1 Llc (4.6%), NCR Atleos Escrow Corp (4.5%), Big River Steel Llc / Brs Finance Corp 6.625%01/31/2029 (4.0%), Ziff Davis Inc Inc Company Guar 144a 10/30 4.625 (3.0%). 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.