WESRX Mutual Fund Price & Analysis

The fund invests, under normal circumstances, at least 80% of its net assets in convertible securities, and in derivatives and other instruments that have economic characteristics similar to such securities. It may invest in securities of any market capitalization or credit quality, and may from time to time invest a significant amount of its assets in securities of smaller companies. The fund may invest up to 20% of its net assets in common stocks, non-convertible preferred stocks, and non-convertible fixed income securities.

WESRX Mutual Fund Chart & Stats

$14.38

$0.39(2.79%)

Apr 08, 2026

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Top 10 Holdings

USD_CASH

PPL CAPITAL FUNDING INC

4.35%

USD_CASH

LIBERTY MEDIA CORP

3.01%

USD_CASH

BRIDGEBIO PHARMA INC

2.76%

HPE.PRC

HP ENTERPRISE CO

2.64%

USD_CASH

ALIBABA GROUP HOLDING

2.47%

USD_CASH

DIGITAL REALTY TRUST LP

2.42%

MCHPP

MICROCHIP TECHNOLOGY INC

2.31%

USD_CASH

TREASURY BILL

2.28%

USD_CASH

APPLIED DIGITAL CORP

2.14%

USD_CASH

UBER TECHNOLOGIES INC

2.06%

Total26.45%

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WESRX Mutual Fund Chart & Stats

Top 10 Holdings

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