Morningstar

Virtus Westchester Credit Event Fund Class I WCFIX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 10.88  /  −0.09 %
  • Total Assets 82.2M
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.440%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 7.45%
  • Effective Duration —

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WCFIX

Will WCFIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Westchester Credit Event Fd I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings WCFIX

More WCFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EchoStar Corp. 10.75%

4.66 4M
Corporate

NCR Atleos Corp. 9.5%

4.49 4M
Corporate

Big River Steel LLC / BRS Finance Corp 6.625%

4.04 3M
Corporate

Exact Sciences Corporation 2%

3.84 3M
Corporate

Apollo Commercial Real Estate Finance, Inc. 4.625%

2.81 2M
Corporate

MoneyGram International Inc. 9%

2.77 2M
Corporate

Chart Industries Inc 9.5%

2.75 2M
Corporate

Syniverse Term Loan

2.64 2M
Corporate

Clear Channel Outdoor Holdings Inc. 7.75%

2.45 2M
Corporate

Getty Images Inc. 11.25%

2.39 2M
Corporate

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