Virtus Westchester Credit Fund Quote
| WCFRX Fund | USD 11.47 0.01 0.09% |
PerformanceGood
| Odds Of DistressLow
|
Virtus Westchester is trading at 11.47 as of the 23rd of March 2025; that is 0.09% up since the beginning of the trading day. The fund's open price was 11.46. Virtus Westchester has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund will invest principally in fixed income investments and other investments related to specific events or catalysts that the Adviser expects will cause material credit events or similar situations, such as capital structure arbitrage, mergers and acquisitions, spin-offs, credit restructurings, IPOs of debt, re-financings, debt maturities, asset monetizations, and other restructurings.. More on Virtus Westchester Credit
Moving together with Virtus Mutual Fund
| 0.91 | VMSAX | Vanguard Multi Sector | PairCorr |
| 0.86 | VMSSX | Virtus Multi Sector | PairCorr |
| 0.94 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.92 | HYPSX | Ridgeworth Seix High | PairCorr |
| 0.74 | SAMFX | Ridgeworth Seix Total | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Virtus (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Virtus Westchester Credit [WCFRX] is traded in USA and was established 23rd of March 2025. Virtus Westchester is listed under Virtus category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Virtus family. This fund at this time has accumulated 61.45 M in net assets with minimum initial investment of 2.5 K. Virtus Westchester Credit is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.04%, while the total return for the last 3 years was 4.66%.
Check Virtus Westchester 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 Virtus 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 Virtus 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 Virtus Westchester Credit 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 Virtus Westchester Credit Mutual Fund Constituents
| QS | Quantumscape Corp | Stock | Consumer Discretionary |
Virtus Westchester Credit Risk Profiles
| Mean Deviation | 0.0636 | |||
| Semi Deviation | 0.0187 | |||
| Standard Deviation | 0.0979 | |||
| Variance | 0.0096 |
Virtus Westchester Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Westchester financial ratios help investors to determine whether Virtus 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 Virtus with respect to the benefits of owning Virtus Westchester security.
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