Westchester Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.782.732.657.723.69
    Category Average-0.171.902.55-0.930.60
    Assets for Each Yr*4.863.032.422.903.24
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.69 5.15 2.98

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,235 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
    08-23-19

      Sector YTD Return % % Net Assets  
    Altaba Inc* Financial Services 19.99 5.97
    Fiserv Inc* Industrials 42.44 2.88
    Newmont Goldcorp Corp* Basic Materials 16.77 1.71
    Celgene Corp* Healthcare 46.65 1.70
    Harris Corp* Technology 56.15 1.18
    Versum Materials Inc* Basic Materials 87.12 0.31
    Mellanox Technologies Ltd* Technology 15.26 0.25
    Coty Inc Class A* Consumer Defensive 36.13 0.25
    Trinity Merger Corp Class A* Industrials 3.90 0.21
    Trident Acquisitions Corp* Industrials 4.71 0.20
    Brookfield Property REIT Inc* RealEstate 20.06 0.20
    Brookfield Property Partners LP* RealEstate 20.35 0.17
    Pensare Acquisition Corp* Industrials 1.88 0.17
    Graf Industrial Corp* Industrials 5.21 0.10
    VectoIQ Acquisition Corp* Industrials 4.74 0.10
    Leisure Acquisition Corp* Industrials 4.07 0.08
    CBS Corp Class B* Consumer Cyclical -4.46 0.08

    Best 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    WCM Alternatives Event-Drive 8 --
    Merger Investor 13 --

    Worst 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 13 --
    WCM Alternatives Event-Drive 8 --

    Lowest Expenses | More
    08-23-19

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

    Highest Expenses | More
    08-23-19

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

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.60
    WCM Alternatives Eve Roy D. Behren 5.60
    WCM Alternatives Cre Roy D. Behren 1.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.70
    WCM Alternatives Eve Roy D. Behren 5.60
    Merger Investor Roy D. Behren 12.60