Wcm Alternatives Event Driven Fund Quote
| WCEIX Fund | USD 10.64 0.01 0.09% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Wcm Alternatives is trading at 10.64 as of the 9th of January 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.63. Wcm Alternatives has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 10th of December 2024 and ending today, the 9th of January 2025. Click here to learn more.
The fund adviser primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity andor debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations .. More on Wcm Alternatives Event Driven
Moving together with Wcm Mutual Fund
| 0.91 | WCERX | Wcm Alternatives Event | PairCorr |
| 0.8 | BCLPX | Blckrk Lc Cr | PairCorr |
| 0.93 | BALPX | Blckrk Lc Cr | PairCorr |
| 0.71 | BILPX | Blkrk Lc Cr | PairCorr |
| 0.99 | MERIX | Merger Fund | PairCorr |
Moving against Wcm Mutual Fund
Wcm Mutual Fund Highlights
| Fund Concentration | Westchester Capital Funds, Large Funds, Event Driven Funds, Event Driven, Westchester Capital, Large, Event Driven (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 23rd of April 2021 |
| Fiscal Year End | December |
Wcm Alternatives Event Driven [WCEIX] is traded in USA and was established 9th of January 2025. Wcm Alternatives is listed under Westchester Capital category by Fama And French industry classification. The fund is listed under Event Driven category and is part of Westchester Capital family. This fund at this time has accumulated 335.49 M in net assets with no minimum investment requirementsWcm Alternatives Event is currently producing year-to-date (YTD) return of 2.48% with the current yeild of 0.02%, while the total return for the last 3 years was 1.98%.
Check Wcm Alternatives Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wcm Alternatives Event Driven Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wcm Alternatives Event Driven Mutual Fund Constituents
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| TFC | Truist Financial Corp | Stock | Financials | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| FISV | Fiserv Inc | Stock | Financials | |
| STI | Solidion Technology | Stock | Industrials | |
| BX | Blackstone Group | Stock | Financials | |
| FOX | Fox Corp Class | Stock | Communication Services |
Wcm Alternatives Event Risk Profiles
| Mean Deviation | 0.2656 | |||
| Standard Deviation | 0.6035 | |||
| Variance | 0.3643 | |||
| Risk Adjusted Performance | (0.06) |
Wcm Alternatives Against Markets
Other Information on Investing in Wcm Mutual Fund
Wcm Alternatives financial ratios help investors to determine whether Wcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wcm with respect to the benefits of owning Wcm Alternatives security.
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