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The Merger Fund® Class I (MERIX)

US Funds

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17.37 -0.01 -0.06%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.95B

Type: Fund

Market: United States

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 Change1.58%

Prev. Close17.38

Risk Rating

TTM Yield2.84%

ROE4.71%

IssuerN/A

Turnover81%

ROA0.56%

Inception Date41487

Total Assets1.95B

Expenses1.18%

Min. Investment100,000

Market Cap3.65B

CategoryEvent Driven

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1024	1018	1044	1083	1158	1368
Fund Return	2.42%	1.76%	4.41%	2.71%	2.98%	3.19%
Place in category	29	40	38	17	27	11
% in Category	65	81	75	38	68	36

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		479.24M	2.28	2.43	2.88
	WCM Alternatives Event-Driven Instl		161.59M	2.25	1.77	3.49

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
BlackRock Event Driven Equity Instl	4.64B	2.80	2.95	4.53
Vivaldi Merger Arbitrage I	4.62B	4.33	3.58	-
Arbitrage I	861.73M	2.12	2.41	2.86
Merger Investor	479.24M	2.28	2.43	2.88
Gabelli ABC AAA	385.19M	6.42	4.10	3.12

Top Holdings

Name	ISIN	Weight %	Last	Change %
Hess	US42809H1077	7.96	138.72	+0.70%
Endeavor Group	US29260Y1091	5.10	28.99	-1.70%
WestRock Co	US96145D1054	4.70	-	-
Virtus Westchester Event-Driven Fd I	-	4.31	-	-
United States Steel	US9129091081	3.52	38.26	-0.96%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Institutio.	17.37	-0.01	-0.06%