Westchester Capital Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return1.47-0.782.732.652.39
    Category Average0.45-0.171.902.55-0.26
    Assets for Each Yr*5.414.863.032.422.48
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.39 1.84 2.35

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,483 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
    04-24-18

      Sector YTD Return % % Net Assets  
    Altaba Inc* Financial Services -0.84 4.40
    Time Warner Inc* Consumer Cyclical 5.88 4.14
    AT&T Inc* Communication Services -7.41 1.92
    DowDuPont Inc* Basic Materials -10.76 1.79
    Becton, Dickinson and Co* Healthcare 8.21 1.60
    Rockwell Collins Inc* Industrials -1.67 1.35
    Monsanto Co* Basic Materials 7.74 1.10
    Orbital ATK Inc* Industrials 0.78 1.08
    Aetna Inc* Healthcare -1.21 0.92
    Huntsman Corp* Basic Materials -10.15 0.82
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 4.63 0.75
    GGP Inc* RealEstate -16.12 0.70
    Lennar Corp* Consumer Cyclical -15.32 0.54
    American International Group Inc* Financial Services -7.00 0.53
    ILG Inc* Consumer Cyclical 14.94 0.53
    Cavium Inc* Technology -7.23 0.46
    United Technologies Corp* Industrials -3.74 0.35
    CVS Health Corp* Healthcare -6.76 0.31
    Discovery Communications Inc C* Consumer Cyclical 5.57 0.26
    Walt Disney Co* Consumer Cyclical -7.49 0.23

    Best 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 26 04-10-18

    Worst 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 26 04-10-18

    Lowest Expenses | More
    04-24-18

    Fund Name Expense Ratio Analyst Report  
    Merger Investor 1.43 04-10-18
    WCM Alternatives Event-Drive 1.74 07-11-17

    Highest Expenses | More
    04-24-18

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Event-Drive 1.74 07-11-17
    Merger Investor 1.43 04-10-18

    Longest Manager Tenure | More
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 11.20
    WCM Alternatives Eve Roy D. Behren 4.30

    Shortest Manager Tenure | More
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Eve Roy D. Behren 4.30
    Merger Investor Roy D. Behren 11.20