# WCM Alternatives: Event-Driven Fund — new fund registration

Westchester Capital Funds registered fund series on Form N-1A/A, filed 2013-11-27. Featured series: WCM Alternatives: Event-Driven Fund.

## Registration

- Registrant / trust: Westchester Capital Funds
- CIK: 0001572617
- Form: N-1A/A
- Filed: 2013-11-27
- State of incorporation: MA
- Accession: 0000894189-13-006594
- Reported net assets: $129.2M

## Series & classes (2)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [WCM Alternatives: Event-Driven Fund](https://search.stillhousedata.com/fund/S000040968) | WCM Alternatives: Event-Driven Fund - Investor Class Shares | WCERX | — |
| [WCM Alternatives: Event-Driven Fund](https://search.stillhousedata.com/fund/S000040968) | WCM Alternatives: Event-Driven Fund - Institutional Class Shares | WCEIX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.25%
- Gross expense ratio: 2.12%
- Management fee: 1.20%
- Net expense ratio: 1.91%
- Other expenses: 0.53%

## Investment objective

The fund seeks to provide attractive risk-adjusted returns with low relative volatility in virtually all market environments. Risk-adjusted return is a concept that considers not only an investments return, but also the amount of potential risk involved in producing that return.

## Advisers

- [Virtus Investment Advisers, LLC (Advisor)](https://search.stillhousedata.com/firm/106982)
- [Westchester Capital Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/155686)

## Other filings by this registrant (7)

- [485APOS — 2021-07-02](https://search.stillhousedata.com/launch/0001104659-21-088940)
- [485APOS — 2021-02-16](https://search.stillhousedata.com/launch/0000898531-21-000068)
- [485APOS — 2019-03-01](https://search.stillhousedata.com/launch/0000898531-19-000139)
- [485APOS — 2017-08-08 (2 new series)](https://search.stillhousedata.com/launch/0000894189-17-003980)
- [N-1A/A — 2013-11-15](https://search.stillhousedata.com/launch/0000894189-13-006292)
- [N-1A/A — 2013-08-09](https://search.stillhousedata.com/launch/0000894189-13-004369)
- [N-1A — 2013-03-27 (2 new series)](https://search.stillhousedata.com/launch/0000894189-13-001830)

## More

- [Registrant profile: Westchester Capital Funds](https://search.stillhousedata.com/registrant/1572617)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000894189-13-006594.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.