+Compare
WCEIX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
494.81M

WCEIX Virtus Westchester Event-Driven Fd I Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Activision Blizzard (NASDAQ:ATVI), VMware (NASDAQ:VMW), Horizon Therapeutics Public Limited (NASDAQ:HZNP), Capri Holdings Limited (NYSE:CPRI).

Industry description

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").

Market Cap

The average market capitalization across the Virtus Westchester Event-Driven Fd I MF is 26.86B. The market cap for tickers in the group ranges from 3.08B to 74.29B. ATVI holds the highest valuation in this group at 74.29B. The lowest valued company is AMED at 3.08B.

Volume

The average weekly volume growth across all stocks in the Virtus Westchester Event-Driven Fd I MF was -18%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 51
Price Growth Rating: 38
SMR Rating: 57
Profit Risk Rating: 54
Seasonality Score: -54 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Event Driven
Address
Westchester Capital FundsPRUDENTIAL TOWER, 800 BOYLSTON STREETBoston
Phone
1-800-343-8959
Web
www.mergerfund.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MRFOX30.260.13
+0.43%
Marshfield Concentrated Opportunity
TRTZX32.440.11
+0.34%
T. Rowe Price Mid-Cap Value Z
MEIFX13.66-0.01
-0.07%
Meridian Hedged Equity Legacy
WLCGX47.31-0.04
-0.08%
Wilshire Large Company Growth Instl
CCHRX72.24-0.08
-0.11%
Columbia Seligman Global Tech Adv

WCEIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WCEIX has been closely correlated with MERFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WCEIX jumps, then MERFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WCEIX
1D Price
Change %
WCEIX100%
+0.09%
MERFX - WCEIX
90%
Closely correlated
N/A
MERIX - WCEIX
89%
Closely correlated
+0.06%
BILPX - WCEIX
11%
Poorly correlated
+0.20%
BCLPX - WCEIX
11%
Poorly correlated
+0.24%
BALPX - WCEIX
11%
Poorly correlated
+0.10%
More