Virtus Westchester Event-Driven FundWCERX
Type
Mutual fund
Peer group
Allocation
Net assets
$129.2M
Expense ratio
1.91%
1-year return
+5.7%
3 years, a year
-29.3%
5 years, a year
-34.1%
Holdings
524
What it aims to do.
The fund seeks to provide attractive risk-adjusted returns with low relative volatility in virtually all market environments. Risk-adjusted return is a concept that considers not only an investments return, but also the amount of potential risk involved in producing that return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Endeavor Group Holdings Inc | 9.12% |
| Webster Financial Corp. | 4.74% |
| Mauser Packaging Solutions Holding Co. | 4.10% |
| UNF Unifirst Corp | 2.97% |
| JOBY Aptiv PLC | 2.91% |
| Clearwater Analytics Holdings Inc | 2.76% |
| B Barrick Mining Corp. | 2.37% |
| Getty Images Inc. | 2.26% |
| Coterra Energy Inc | 2.18% |
| CZR Caesars Entertainment Inc. | 2.16% |
More on WCERX.
- WCERX overview
- WCERX holdings
- WCERX risk
- WCERX costs
- WCERX money in and out
- WCERX share classes
- Compare WCERX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.