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Virtus Westchester Event-driven Fund Class I (WCEIX)

US Funds

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10.65 -0.02 -0.19%

21/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 127.66M

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WCEIX Holdings

Comprehensive information about top holdings and Key Holding Information for the WCM Alternatives Event-Driven Instl (WCEIX) fund. Our WCM Alternatives Event-Driven Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.67	35.52	33.85
Shares	40.24	44.66	4.42
Bonds	48.53	48.83	0.30
Convertible	14.56	14.56	0.00
Preferred	0.78	0.78	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.72	17.77
Price to Book	1.79	2.26
Price to Sales	1.70	1.51
Price to Cash Flow	13.15	9.67
Dividend Yield	2.23	1.47
5 Years Earnings Growth	5.32	10.90

Sector Allocation

Name	Net %	Category Average
Communication Services	40.52	10.37
Financial Services	22.36	12.18
Basic Materials	14.43	10.20
Technology	12.43	17.26
Consumer Cyclical	8.76	10.17
Energy	1.54	5.90
Industrials	-0.01	8.08
Healthcare	-0.03	17.24

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 321

Number of short holdings: 79

Name	ISIN	Weight %	Last	Change %
Endeavor Group Holdings Inc Class A	US29260Y1091	12.35	-	-
Encavis Finance B.V. 1.875%	DE000A3MQE86	8.57	-	-
Calumet Specialty Products Partners LP / Calumet Finance Corp 11%	-	8.51	-	-
Mauser Packaging Solutions Holding Co. 9.25%	-	5.85	-	-
Illuminate Buyer Llc / Illuminate Holdings IV Inc 9%	-	4.85	-	-
Heartland Financial USA Inc	US42234Q1022	3.21	-	-
Gol Finance SA 14.85701%	-	3.18	-	-
Techtarget Inc	-	3.14	-	-
Spirit Aerosystems Inc Term Loan B	-	3.09	-	-
Werner FinCo LP/ Werner FinCo Inc 11.5%	-	3.07	-	-

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Institutional		1.9B	2.30	3.72	3.43
	Merger Investor		414.65M	2.22	3.40	3.12

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