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The Merger Fund® Class A (MERFX)

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Condition

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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
Merger Investor 17.45 +0.03 +0.17%
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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


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

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 Rating 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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