Virtus Westchester Credit Event Fd A 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.
Virtus Westchester Credit Event Fund Class A WCFRX
- NAV / 1-Day Return 11.14 / −0.27 %
- Total Assets 83.2M
-
Adj. Expense Ratio
1.650%
- Expense Ratio 1.700%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Nontraditional Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 6.56%
- Effective Duration —
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:18 AM GMT+0
Morningstar’s Analysis WCFRX
Will WCFRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WCFRX 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 WCFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 |
United States