Virtus Westchester Credit Event FundWCFRX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Allocation
Net assets
$83.7M
Expense ratio
1.66%
1-year return
+3.0%
3 years, a year
+5.8%
5 years, a year
-1.2%
Holdings
276

What it aims to do.

The funds investment objective is to provide attractive risk-adjusted returns independent of market cycles. The intent is to provide such returns through both current income and capital appreciation. 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
ECHO EchoStar Corp.4.56%
NCR Atleos Corp.4.40%
Big River Steel LLC / BRS Finance Corp3.95%
Exact Sciences Corporation3.75%
ARI Apollo Commercial Real Estate Finance, Inc.2.75%
MoneyGram International Inc.2.71%
Chart Industries Inc2.69%
Syniverse Holdings Inc.2.58%
CCO Clear Channel Outdoor Holdings Inc.2.40%
Getty Images Inc.2.34%

More on WCFRX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.