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The Merger Fund® Class A (MERFX)

US Funds

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17.45 +0.03 +0.17%

10/08 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 754.71M

Type: Fund

Market: United States

Issuer: Westchester Capital

Asset Class: Other

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MERFX Overview

Find basic information about the The Merger Fund® Class A 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 MERFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US5895091081)

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Rating

1-Year Change1.04%

Prev. Close17.42

Risk Rating

TTM Yield0%

ROE10.92%

IssuerWestchester Capital

Turnover162%

ROA1.85%

Inception Date32539

Total Assets754.71M

Expenses1.54%

Min. Investment2,500

Market Cap4.21B

CategoryEvent Driven

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The Merger Fund® Class A Analysis

2 Thematic ETFs That Could Outperform A Stock Picking Strategy By Tezcan Gecgil/Investing.com - Feb 18, 2022 3

Thematic exchange-traded funds (ETFs) aim to provide exposure to some of the hottest trends and industries in the stock market. Rather than looking for a winning stock, these...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	984	982	968	1065	1178	1318
Fund Return	-1.61%	-1.78%	-3.25%	2.13%	3.33%	2.8%
Place in category	15	17	20	21	14	10
% in Category	35	44	48	53	39	37

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Institutional		3.6B	-1.50	2.42	-
	WCM Alternatives Event-Driven Instl		327.73M	-5.62	2.33	-

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
BlackRock Event Driven Equity Instl	8.56B	-2.02	3.03	7.58
Merger Institutional	3.6B	-1.50	2.42	-
Vivaldi Merger Arbitrage I	1.91B	-0.28	3.95	-
Arbitrage I	1.44B	-3.16	1.95	2.01
Gabelli ABC AAA	474.87M	-3.26	1.97	2.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Cerner Corp	US1567821046	5.15	-	-
Coherent Inc	US1924791031	4.61	-	-
Zynga Inc Class A	US98986T1088	3.23	-	-
Altaba Inc Escrow	-	2.88	-	-
Citrix Systems	US1773761002	2.17	102.68	+0.47%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Investor	17.45	+0.03	+0.17%