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The Merger Fund A MERFX

Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 16.86  /  0.06 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.610%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Event Driven
  • Alt Style Correlation / Relative Volatility High / Low
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.79%
  • Turnover 162%

Morningstar’s Analysis MERFX

Will MERFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Experience and stability remain this strategy’s hallmarks.

Associate Director



The Merger Fund’s veteran managers, stable investment team, and strong fundamental deal analysis stand as the foundation to its established approach to merger-arbitrage investing. Despite average quantitative resources, the managers' framework adequately supports their strong bottom-up research. The strategy earns a Morningstar Analyst Rating of Bronze for both share classes, up from Neutral.

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