Arbitrage Fund benefits from a veteran management team and a focused approach with a record of generating uncorrelated returns to the broader equity and bond markets. The fund continues to merit a Morningstar Analyst Rating of Bronze for its three cheapest share classes and Neutral for its most expensive C shares.
Will ARBFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARBFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ARBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.