Westchester Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.782.732.657.72--
    Category Average-0.171.902.55-0.930.83
    Assets for Each Yr*4.863.032.422.902.90
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family 7.73 4.34 2.72

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,900 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
    01-18-19

      Sector YTD Return % % Net Assets  
    Altaba Inc* Financial Services 11.56 4.76
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 1.19 3.31
    Marathon Petroleum Corp* Energy 12.00 1.89
    DowDuPont Inc* Basic Materials 8.56 0.97
    United Technologies Corp* Industrials 6.97 0.93
    CVS Health Corp* Healthcare 0.00 0.92
    Cigna Corp* Healthcare 2.59 0.74
    Aspen Insurance Holdings Ltd* Financial Services 0.67 0.67
    USG Corp* Basic Materials 1.05 0.50
    Conagra Brands Inc* Consumer Defensive 0.98 0.47
    KLA-Tencor Corp* Technology 6.97 0.32
    AT&T Inc* Communication Services 10.27 0.29
    Integrated Device Technology Inc* Technology -0.39 0.23
    Brookfield Property REIT Inc* RealEstate 8.39 0.23
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 1.29 0.22
    Walt Disney Co* Consumer Cyclical 1.27 0.19
    Pensare Acquisition Corp* Industrials 0.49 0.14
    Avista Healthcare Public Acquisi* Healthcare 199.01 0.14
    Discovery Inc Class A* Consumer Cyclical 12.00 0.12
    Discovery Inc C* Consumer Cyclical 12.31 0.11

    Best 5-Year Relative Performance | More
    01-18-19

    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
    01-18-19

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

    Lowest Expenses | More
    01-18-19

    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
    01-18-19

    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
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.00
    WCM Alternatives Eve Roy D. Behren 5.00
    WCM Alternatives Cre Roy D. Behren 1.10

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.10
    WCM Alternatives Eve Roy D. Behren 5.00
    Merger Investor Roy D. Behren 12.00