WCERX – Virtus Westchester Event-Driven Fd A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide attractive risk-adjusted returns with low relative volatility in virtually all market environments. The fund adviser primarily employs investment strategies designed to capture price movements generated by specific events, including, but not limited to, equity and/or debt securities of companies involved in mergers, acquisitions, asset sales or other divestitures, restructurings, refinancings, recapitalizations, reorganizations or other special situations (referred to as "event-driven opportunities").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WCEIX	Virtus Westchester Event-Driven Fund Class I	Institutional	Open		—	Jan 2, 2014	$130.30M	1.590%	High	$100,000	$120,245.08
WCERX	Virtus Westchester Event-Driven Fund Class A	Front Load	Open		—	Mar 22, 2017	$2.44M	1.840%	High	$2,500	−$85,973.06

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