WCFIX — WCM Alternatives: Credit Event Fund
Data updated: 2026-05-29
WCFIX — WCM Alternatives: Credit Event Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Balanced Allocation · $83.66M AUM · 1.43% expense ratio · 2.7% 1-yr return. From SEC regulatory filings.
WCFIX Fund Overview
WCFIX — WCM Alternatives: Credit Event Fund is a US mutual fund managed by Virtus Event Opportunities Trust, categorised as Balanced Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Virtus Event Opportunities Trust
- Category: Balanced Allocation
- Assets under management: $83.66M
- 1-year return: 2.7%
- Ticker: WCFIX
- SEC CIK: 0001572617
- SEC series ID: S000059351
- Share class ID: C000194735
WCFIX Holdings
Top 10 holdings of WCM Alternatives: Credit Event Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| EchoStar Corp. | 4.56% |
| NCR Atleos Corp. | 4.40% |
| Big River Steel LLC / BRS Finance Corp | 3.95% |
| Exact Sciences Corporation | 3.75% |
| Apollo Commercial Real Estate Finance, Inc. | 2.75% |
| MoneyGram International Inc. | 2.71% |
| Chart Industries Inc | 2.69% |
| Syniverse Holdings Inc. | 2.58% |
| Clear Channel Outdoor Holdings Inc. | 2.40% |
| Getty Images Inc. | 2.34% |
WCFIX Portfolio Allocation
Asset-class allocation of WCM Alternatives: Credit Event Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Fixed Income | 52.9% |
| Equity | 37.1% |
| Cash & Equivalents | 5.3% |
| Loans | 2.6% |
WCFIX Performance
Total returns for WCFIX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -0.7% |
| 1 year | 2.7% |
| 3 years (annualised) | -29.0% |
| 5 years (annualised) | -30.6% |
WCFIX Risk Information
Risk metrics for WCFIX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 2.3%
WCFIX Costs and Fees
WCFIX costs about $143 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.43%
- Gross expense ratio: 1.43%
- Portfolio turnover: 126%
- Brokerage commissions: 4.74 bps of average net assets (SEC N-CEN)
WCFIX Cashflows
Over the 12 months to 2026-03, WCM Alternatives: Credit Event Fund had net outflows of $472.74K, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$1.53M |
| 2026-02 | −$3.65M |
| 2026-01 | −$2.02M |
| 2025-12 | $3.92M |
| 2025-11 | −$62.29K |
| 2025-10 | $743.82K |
WCFIX Debt Constituents
Largest debt holdings of WCM Alternatives: Credit Event Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| EchoStar Corp. | 4.56% |
| NCR Atleos Corp. | 4.40% |
| Big River Steel LLC / BRS Finance Corp | 3.95% |
| Exact Sciences Corporation | 3.75% |
| Apollo Commercial Real Estate Finance, Inc. | 2.75% |
| MoneyGram International Inc. | 2.71% |
| Chart Industries Inc | 2.69% |
| Clear Channel Outdoor Holdings Inc. | 2.40% |
| Getty Images Inc. | 2.34% |
| Conduent Business Services LLC / Conduent State & Local Solutions Inc. | 2.21% |
WCFIX Prospectus and SEC Filings
Official WCM Alternatives: Credit Event Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Balanced Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.