Virtus Westchester Credit Event Fund (WCFRX) belongs to the Event Driven category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WCFRX
WCFRX charges 1.90% annually. There are 14 mutual funds in the Event Driven category with lower expense ratios, going as low as 0.79%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli ABC Fund | 0.79% | — | May 1993 | WCFRX vs GABCX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | 1.01% | — | Feb 2001 | WCFRX vs EMAYX | |
| BlackRock Event Driven Equity Fund | 1.16% | — | Dec 2007 | WCFRX vs BILPX | |
| The Merger Fund Class I | 1.32% | — | Aug 2013 | WCFRX vs MERIX | |
| The Arbitrage Fund | 1.43% | — | Sep 2000 | WCFRX vs ARBFX |
Best Risk-Adjusted Alternatives to WCFRX
WCFRX has a PortfoliosLab risk / return rank of 46. There are 12 mutual funds in the Event Driven category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 99 | — | Oct 2015 | WCFRX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 99 | — | Aug 2016 | WCFRX vs HMEZX | |
| The Merger Fund Class I | 98 | — | Aug 2013 | WCFRX vs MERIX | |
| The Merger Fund | 97 | — | Jan 1989 | WCFRX vs MERFX | |
| The Arbitrage Fund Class Institutional | 97 | — | Oct 2003 | WCFRX vs ARBNX |
Top Performing WCFRX Alternatives (YTD)
WCFRX is at 1.09% YTD. There are 15 mutual funds in the Event Driven category with higher YTD returns, going as high as 6.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 6.39% | — | Feb 2001 | WCFRX vs EMAYX | |
| Water Island Event-Driven Fund | 3.36% | — | Sep 2010 | WCFRX vs AEDNX | |
| Gabelli ABC Fund | 3.31% | — | May 1993 | WCFRX vs GABCX | |
| BlackRock Event Driven Equity Fund | 2.31% | — | Dec 2007 | WCFRX vs BILPX | |
| Camelot Event-Driven Fund Institutional Class | 2.27% | — | Jun 2010 | WCFRX vs EVDIX |
Lowest Volatility Alternatives to WCFRX
WCFRX has 1.71% 1-year volatility. There are 4 mutual funds in the Event Driven category with lower 1-year volatility, going as low as 1.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.08% | — | Oct 2015 | WCFRX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 1.27% | — | Aug 2016 | WCFRX vs HMEZX | |
| The Merger Fund Class I | 1.52% | — | Aug 2013 | WCFRX vs MERIX | |
| The Merger Fund | 1.55% | — | Jan 1989 | WCFRX vs MERFX | |
| The Arbitrage Fund | 1.87% | — | Sep 2000 | WCFRX vs ARBFX |
Lowest Drawdown Alternatives to WCFRX
WCFRX has a 1-year max drawdown of -1.29%. There are 7 mutual funds in the Event Driven category with shallower 1-year drawdowns, going as shallow as -0.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | -0.28% | — | Oct 2015 | WCFRX vs VARBX | |
| The Merger Fund Class I | -0.47% | — | Aug 2013 | WCFRX vs MERIX | |
| The Merger Fund | -0.52% | — | Jan 1989 | WCFRX vs MERFX | |
| NexPoint Merger Arbitrage Fund | -0.55% | — | Aug 2016 | WCFRX vs HMEZX | |
| The Arbitrage Fund | -0.88% | — | Sep 2000 | WCFRX vs ARBFX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 43 | 32.28% | — | Oct 2019 | WCFRX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.29% | — | Feb 2006 | WCFRX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.01% | — | Mar 2018 | WCFRX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 5.88% | — | Oct 1996 | WCFRX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 5 | 2.38% | — | Oct 1995 | WCFRX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.53% | — | Jun 2009 | WCFRX vs VIMCX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | -0.25% | — | Sep 1940 | WCFRX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 23 | 17.09% | — | Mar 1995 | WCFRX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.03% | — | Jun 2006 | WCFRX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 54 | 18.84% | — | Dec 2010 | WCFRX vs EDF |
Often Compared With WCFRX
Investors most often compare WCFRX with RCTIX, GDL, EVDAX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 66 | 0.92% | — | Dec 2014 | WCFRX vs RCTIX | |
| The GDL Fund | Event Driven | 31 | 2.78% | — | Jan 2007 | WCFRX vs GDL | |
| Camelot Event Driven Fund Class A | Event Driven | 29 | 2.14% | — | Nov 2003 | WCFRX vs EVDAX | |
| BlackRock Event Driven Equity Fund Investor Class ... | Event Driven | 80 | 2.23% | — | Dec 2007 | WCFRX vs BALPX | |
| Dunham Monthly Distribution Fund | Event Driven | 97 | 2.04% | — | Jul 2008 | WCFRX vs DAMDX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 13 | -0.82% | — | Jun 1992 | WCFRX vs STCIX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 2 | -0.83% | — | Sep 2012 | WCFRX vs VIISX | |
| Driehaus Event Driven Fund | Event Driven | — | — | — | Aug 2013 | WCFRX vs DEVDX | |
| Virtus Westchester Event-Driven Fund | Event Driven | 74 | 1.55% | — | Jan 2014 | WCFRX vs WCEIX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Mid Cap Value Equities | 90 | 23.44% | — | Nov 2001 | WCFRX vs SMVTX |
Compare WCFRX with Any Fund or Stock
Compare WCFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCFRX with funds that move differently
Virtus Westchester Credit Event Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCFRX.
Explore WCFRX Diversifiers