Wcm Alternatives Event Driven Fund Quote
| WCERX Fund | USD 11.13 0.03 0.27% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Wcm Alternatives: is trading at 11.13 as of the 2nd of December 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 11.1. Wcm Alternatives: has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Wcm Alternatives Event Driven are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. 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
| 1.0 | WCEIX | Wcm Alternatives Event | PairCorr |
| 0.61 | BCLPX | Blckrk Lc Cr | PairCorr |
| 0.67 | BALPX | Blckrk Lc Cr | PairCorr |
| 0.69 | BILPX | Blkrk Lc Cr | PairCorr |
| 0.92 | 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 | 30th of September 2024 |
| Expense Ratio Date | 23rd of April 2021 |
| Fiscal Year End | December |
Wcm Alternatives Event Driven [WCERX] is traded in USA and was established 2nd of December 2024. 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 2.86%, while the total return for the last 3 years was 1.84%.
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
| FISV | Fiserv Inc | Stock | Information Technology | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| D | Dominion Energy | Stock | Utilities | |
| DELL | Dell Technologies | Stock | Information Technology | |
| BX | Blackstone Group | Stock | Financials | |
| TFC | Truist Financial Corp | Stock | Financials | |
| FNMAS | Federal National Mortgage | OTC Stock | Mortgage Finance | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
Wcm Alternatives Event Risk Profiles
| Mean Deviation | 0.187 | |||
| Semi Deviation | 0.2027 | |||
| Standard Deviation | 0.2927 | |||
| Variance | 0.0857 |
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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