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The Merger Fund® Class I (MERIX)

US Funds

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16.97 +0.01 +0.06%

22/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.99B

Type: Fund

Market: United States

Issuer: Westchester Capital

Asset Class: Other

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MERIX Overview

Find basic information about the The Merger Fund® Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MERIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US5895092071)

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Technical Chart

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Rating

1-Year Change1.25%

Prev. Close16.96

Risk Rating

TTM Yield2.07%

ROE3.59%

IssuerWestchester Capital

Turnover63%

ROA0.61%

Inception Date41487

Total Assets1.99B

Expenses1.18%

Min. Investment100,000

Market Cap3.28B

CategoryEvent Driven

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1080	1018	1089	1174	1194	1511
Fund Return	7.98%	1.78%	8.85%	5.5%	3.61%	4.21%
Place in category	16	18	11	17	26	14
% in Category	35	38	26	37	66	46

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		401.24M	7.70	5.20	3.90
	WCM Alternatives Event-Driven Instl		127.18M	2.64	3.06	3.62

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
Vivaldi Merger Arbitrage I	7.48B	5.69	4.97	4.03
BlackRock Event Driven Equity Instl	4.61B	7.43	4.99	4.81
Arbitrage I	724.66M	7.52	5.71	3.56
Merger Investor	401.24M	7.70	5.20	3.90
Gabelli ABC AAA	386.41M	5.96	6.92	3.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Endeavor Group Holdings Inc Class A	-	6.65	-	-
Mr. Cooper Group Inc	US62482R1077	6.35	-	-
Kellanova	US4878361082	5.92	83.44	0.00%
Cyberark Software	IL0011334468	5.55	454.06	-0.75%
Virtus Westchester Event-Driven Fd I	-	4.73	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Strong Sell
Technical Indicators	Sell	Sell	Neutral
Summary	Strong Sell	Strong Sell	Sell

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