- What does WCERX invest in?
- This fund predominantly seeks to profit from the price movements of equity and debt securities belonging to companies involved in distinct corporate events. These "event-driven opportunities" include, but are not limited to, transactions such as mergers, acquisitions, sales of assets or other divestitures, corporate restructurings, debt refinancings, changes in capital structure, reorganizations, and various other unique circumstances.
- What is the expense ratio of WCERX?
- Virtus Westchester Event-Driven Fund Class - A (WCERX) charges an expense ratio of 1.91%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WCERX?
- Virtus Westchester Event-Driven Fund Class - A (WCERX) manages $130.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WCERX actively managed or an index fund?
- WCERX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WCERX launched?
- Virtus Westchester Event-Driven Fund Class - A (WCERX) launched in March 2017 and is managed by the fund issuer.
- How has WCERX performed?
- WCERX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
