WCFRX Mutual Fund

WCFRX Mutual Fund (Virtus Westchester Credit Event Fund Class A) is managed by Virtus Investment Partners with $4.6M in net assets. WCFRX expense ratio is 1.66%, holding 267 positions across sectors including Communication Services, Industrials, Financials. Inception date: 2017-12-29.

WCFRX performance shows a YTD return of 0.92%. The 1-year return is 2.62% and the 5-year return is 3.35%. WCFRX dividend yield stands at 7.59%, paid monthly.

WCFRX 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 WCFRX holdings, WCFRX sectors, or WCFRX dividends.

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