WCM Alternatives: Credit Event Fund — new fund registration

Westchester Capital Funds registered 1 new fund series on Form 485APOS, filed 2017-08-08. Featured series: WCM Alternatives: Credit Event Fund.

Registration

• Registrant / trust: Westchester Capital Funds
• CIK: 0001572617
• Form: 485APOS
• Filed: 2017-08-08
• State of incorporation: MA
• Accession: 0000894189-17-003980
• Reported net assets: $83.7M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.00%
• Gross expense ratio: 1.43%
• Management fee: 1.00%
• Net expense ratio: 1.43%
• Other expenses: 0.41%

Investment objective

The funds investment objective is to provide attractive risk-adjusted returns independent of market cycles. The intent is to provide such returns through both current income and capital appreciation. 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)
• Westchester Capital Management, LLC (Subadvisor)

Other filings by this registrant (7)

• 485APOS — 2021-07-02
• 485APOS — 2021-02-16
• 485APOS — 2019-03-01
• N-1A/A — 2013-11-27
• N-1A/A — 2013-11-15
• N-1A/A — 2013-08-09
• N-1A — 2013-03-27 (2 new series)

More

• Registrant profile: Westchester Capital Funds
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