Wcm Alternatives Event Driven Fund Quote
| WCERX Fund | USD 10.58 0.05 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Wcm Alternatives: is trading at 10.58 as of the 16th of March 2025; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 10.53. 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 16th of December 2024 and ending today, the 16th of March 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
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 March 2025 |
| Expense Ratio Date | 23rd of April 2021 |
| Fiscal Year End | December |
Wcm Alternatives Event Driven [WCERX] is traded in USA and was established 16th of March 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 minimum initial investment of 2.5 K. Wcm Alternatives Event is currently producing year-to-date (YTD) return of 1.05% with the current yeild of 0.04%, while the total return for the last 3 years was 2.79%.
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
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| DELL | Dell Technologies | Stock | Information Technology | |
| STI | Solidion Technology | Stock | Industrials | |
| QRTEP | Qurate Retail | Preferred Stock | Internet Retail | |
| FOX | Fox Corp Class | Stock | Communication Services | |
| FNMAS | Federal National Mortgage | OTC Stock | Mortgage Finance | |
| D | Dominion Energy | Stock | Utilities |
Wcm Alternatives Event Risk Profiles
| Mean Deviation | 0.2842 | |||
| Standard Deviation | 0.4999 | |||
| Variance | 0.2499 | |||
| Risk Adjusted Performance | (0.05) |
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
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