Westchester Capital Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.782.732.657.721.56
    Category Average-0.171.902.55-0.930.61
    Assets for Each Yr*4.863.032.422.903.15
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 1.56 5.11 2.94

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,153 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
    03-21-19

      Sector YTD Return % % Net Assets  
    Red Hat Inc* Technology 3.92 3.46
    Dominion Energy Inc* Utilities 6.39 2.39
    ARRIS International PLC* Technology 3.57 1.69
    Trinity Merger Corp Class A* Industrials 2.30 0.28
    Trident Acquisitions Corp* Industrials 1.91 0.27
    KLA-Tencor Corp* Technology 39.18 0.23
    Brookfield Property REIT Inc* RealEstate 29.25 0.21
    Walt Disney Co* Consumer Cyclical -0.90 0.21
    Constellation Alpha Capital Corp* Industrials 1.15 0.19
    Brookfield Property Partners LP* RealEstate 28.60 0.18
    Pure Acquisition Corp Ordinary S* Industrials 1.93 0.16
    VectoIQ Acquisition Corp* Industrials 2.99 0.14
    Thunder Bridge Acquisition Ltd O* Industrials 2.73 0.12
    Leisure Acquisition Corp* Industrials 1.83 0.11
    Gordon Pointe Acquisition Corp O* Industrials 2.10 0.09
    GigCapital Inc Ordinary Shares* Industrials 1.29 0.09

    Best 5-Year Relative Performance | More
    03-21-19

    Fund Name 5-Yr Rank Analyst Report  
    WCM Alternatives Event-Drive 9 07-03-18
    Merger Investor 16 04-10-18

    Worst 5-Year Relative Performance | More
    03-21-19

    Fund Name 5-Yr Rank Analyst Report  
    Merger Investor 16 04-10-18
    WCM Alternatives Event-Drive 9 07-03-18

    Lowest Expenses | More
    03-21-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Credit Even 1.73 --
    Merger Investor 1.91 04-10-18
    WCM Alternatives Event-Drive 2.20 07-03-18

    Highest Expenses | More
    03-21-19

    Fund Name Expense Ratio Analyst Report  
    WCM Alternatives Event-Drive 2.20 07-03-18
    Merger Investor 1.91 04-10-18
    WCM Alternatives Credit Even 1.73 --

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Merger Investor Roy D. Behren 12.20
    WCM Alternatives Eve Roy D. Behren 5.20
    WCM Alternatives Cre Roy D. Behren 1.20

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    WCM Alternatives Cre Roy D. Behren 1.20
    WCM Alternatives Eve Roy D. Behren 5.20
    Merger Investor Roy D. Behren 12.20