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 49. There are 13 mutual funds in the Event Driven category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| NexPoint Merger Arbitrage Fund | 99 | — | Aug 2016 | WCFRX vs HMEZX | |
| The Merger Fund Class I | 98 | — | Aug 2013 | WCFRX vs MERIX | |
| Vivaldi Merger Arbitrage Fund Class I | 98 | — | Oct 2015 | WCFRX vs VARBX | |
| The Arbitrage Fund Class Institutional | 97 | — | Oct 2003 | WCFRX vs ARBNX | |
| The Merger Fund | 97 | — | Jan 1989 | WCFRX vs MERFX |
Top Performing WCFRX Alternatives (YTD)
WCFRX is at 1.02% YTD. There are 14 mutual funds in the Event Driven category with higher YTD returns, going as high as 7.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Enterprise Mergers and Acquisitions Fund | 7.89% | — | Feb 2001 | WCFRX vs EMAYX | |
| Gabelli ABC Fund | 4.60% | — | May 1993 | WCFRX vs GABCX | |
| Camelot Event-Driven Fund Institutional Class | 3.13% | — | Jun 2010 | WCFRX vs EVDIX | |
| Camelot Event Driven Fund Class A | 3.02% | — | Nov 2003 | WCFRX vs EVDAX | |
| NexPoint Merger Arbitrage Fund | 1.72% | — | Aug 2016 | WCFRX vs HMEZX |
Lowest Volatility Alternatives to WCFRX
WCFRX has 1.67% 1-year volatility. There are 4 mutual funds in the Event Driven category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 1.12% | — | Oct 2015 | WCFRX vs VARBX | |
| NexPoint Merger Arbitrage Fund | 1.23% | — | Aug 2016 | WCFRX vs HMEZX | |
| The Merger Fund Class I | 1.40% | — | Aug 2013 | WCFRX vs MERIX | |
| The Merger Fund | 1.43% | — | Jan 1989 | WCFRX vs MERFX | |
| Dunham Monthly Distribution Fund | 1.72% | — | Jul 2008 | WCFRX vs DAMDX |
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 -0.47%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Vivaldi Merger Arbitrage Fund Class I | -0.64% | — | Oct 2015 | WCFRX vs VARBX | |
| 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 36 | 30.26% | — | Oct 2019 | WCFRX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.69% | — | Feb 2006 | WCFRX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -6.56% | — | Mar 2018 | WCFRX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 4 | 3.17% | — | Oct 1996 | WCFRX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 7.63% | — | Oct 1995 | WCFRX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | -1.15% | — | Jun 2009 | WCFRX vs VIMCX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 12 | 11.63% | — | Mar 1995 | WCFRX vs PHRAX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 1.80% | — | Sep 1940 | WCFRX vs NAINX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.50% | — | Jun 2006 | WCFRX vs PXSGX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 27 | 6.35% | — | Jun 1992 | WCFRX vs STCIX |
Often Compared With WCFRX
Investors most often compare WCFRX with RCTIX, AEDNX, GDL. These 9 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 | 74 | 0.71% | — | Dec 2014 | WCFRX vs RCTIX | |
| Water Island Event-Driven Fund | Event Driven | 92 | 1.64% | — | Sep 2010 | WCFRX vs AEDNX | |
| The GDL Fund | Event Driven | 23 | 1.21% | — | Jan 2007 | WCFRX vs GDL | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 1 | 0.15% | — | Sep 2012 | WCFRX vs VIISX | |
| BlackRock Event Driven Equity Fund Investor Class ... | Event Driven | 53 | 1.22% | — | Dec 2007 | WCFRX vs BALPX | |
| Driehaus Event Driven Fund | Event Driven | — | — | — | Aug 2013 | WCFRX vs DEVDX | |
| Virtus Westchester Event-Driven Fund | Event Driven | 70 | 1.55% | — | Jan 2014 | WCFRX vs WCEIX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Mid Cap Value Equities | 89 | 21.54% | — | Nov 2001 | WCFRX vs SMVTX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 38 | 14.37% | — | Dec 2010 | WCFRX vs EDF |
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