Westchester Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.782.732.657.721.76
    Category Average-0.171.902.55-0.93-0.27
    Assets for Each Yr*4.863.032.422.903.21
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 1.76 4.50 2.66

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,213 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
    06-18-19

      Sector YTD Return % % Net Assets  
    Newmont Goldcorp Corp* Basic Materials 7.27 1.71
    Celgene Corp* Healthcare 51.58 1.70
    L3 Technologies Inc* Industrials 47.42 1.18
    Bristol-Myers Squibb Company* Healthcare -6.48 0.81
    BB&T Corp* Financial Services 15.84 0.81
    Versum Materials Inc* Basic Materials 86.65 0.31
    Thunder Bridge Acquisition Ltd O* Industrials 4.85 0.21
    Trident Acquisitions Corp* Industrials 3.41 0.20
    Brookfield Property REIT Inc* RealEstate 21.12 0.20
    Brookfield Property Partners LP* RealEstate 21.22 0.17
    Pensare Acquisition Corp* Industrials 3.65 0.17
    SunCoke Energy Partners LP* Basic Materials 14.76 0.09
    Mudrick Capital Acquisition Corp* Industrials 2.94 0.07
    Gordon Pointe Acquisition Corp O* Industrials 3.80 0.07
    GigCapital Inc Ordinary Shares* Industrials 3.07 0.07
    Caesars Entertainment Corp* Consumer Cyclical 46.54 0.06
    Quantenna Communications Inc* Technology 70.80 0.06
    Tiberius Acquisition Corp* Industrials 4.18 0.05
    The Madison Square Garden Co A* Consumer Cyclical 8.33 0.04
    Huntsman Corp* Basic Materials 0.80 0.03

    Best 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    WCM Alternatives Event-Drive 10 07-03-18
    Merger Investor 20 04-04-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 20 04-04-19
    WCM Alternatives Event-Drive 10 07-03-18

    Lowest Expenses | More
    06-18-19

    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 07-03-18

    Highest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Event-Drive 2.20 07-03-18
    Merger Investor 1.91 04-04-19
    WCM Alternatives Credit Even 1.73 --

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.40
    WCM Alternatives Eve Roy D. Behren 5.50
    WCM Alternatives Cre Roy D. Behren 1.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.50
    WCM Alternatives Eve Roy D. Behren 5.50
    Merger Investor Roy D. Behren 12.40