Westchester Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.782.732.657.724.09
    Category Average-0.171.902.55-0.930.51
    Assets for Each Yr*4.863.032.422.903.26
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.09 5.23 2.89

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,255 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    WCM Alternatives Event-Drive 6 --
    Merger Investor 16 04-04-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 16 04-04-19
    WCM Alternatives Event-Drive 6 --

    Lowest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Credit Even 1.73 --
    Merger Investor 1.91 04-04-19
    WCM Alternatives Event-Drive 2.20 --

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Event-Drive 2.20 --
    Merger Investor 1.91 04-04-19
    WCM Alternatives Credit Even 1.73 --

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.60
    WCM Alternatives Eve Roy D. Behren 5.70
    WCM Alternatives Cre Roy D. Behren 1.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.70
    WCM Alternatives Eve Roy D. Behren 5.70
    Merger Investor Roy D. Behren 12.60