Westchester Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-0.782.732.657.720.79
    Category Average-0.171.902.55-0.930.81
    Assets for Each Yr*4.863.032.422.903.05
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 0.79 4.98 3.00

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,052 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
    02-19-19

      Sector YTD Return % % Net Assets  
    Altaba Inc* Financial Services 19.28 6.29
    USG Corp* Basic Materials 1.24 0.95
    Sirius XM Holdings Inc* Consumer Cyclical 5.29 0.80
    DowDuPont Inc* Basic Materials 2.08 0.68
    Harris Corp* Technology 22.24 0.61
    AT&T Inc* Communication Services 9.11 0.29
    KLA-Tencor Corp* Technology 21.81 0.23
    Pensare Acquisition Corp* Industrials 1.15 0.23
    Walt Disney Co* Consumer Cyclical 3.52 0.21
    Constellation Alpha Capital Corp* Industrials 1.27 0.19
    Modern Media Acquisition Corp* Industrials 0.78 0.18
    Brookfield Property Partners LP* RealEstate 24.13 0.18
    Haymaker Acquisition Corp Class * Industrials 2.80 0.08
    Blackstone Group LP* Financial Services 14.32 0.06
    CBS Corp Class B* Consumer Cyclical 15.67 0.04
    Huntsman Corp* Basic Materials 23.85 0.04
    Transocean Ltd* Energy 25.79 0.00

    Best 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    WCM Alternatives Event-Drive 6 07-03-18
    Merger Investor 18 04-10-18

    Worst 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 18 04-10-18
    WCM Alternatives Event-Drive 6 07-03-18

    Lowest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  
    Merger Investor 1.80 04-10-18
    WCM Alternatives Event-Drive 2.24 07-03-18

    Highest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Event-Drive 2.24 07-03-18
    Merger Investor 1.80 04-10-18

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.10
    WCM Alternatives Eve Roy D. Behren 5.10
    WCM Alternatives Cre Roy D. Behren 1.10

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.10
    WCM Alternatives Eve Roy D. Behren 5.10
    Merger Investor Roy D. Behren 12.10