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The Merger Fund A MERFX

Analyst rating as of
NAV / 1-Day Return
17.35  /  0.12 %
Total Assets
4.3 Bil
Adj. Expense Ratio
1.530%
Expense Ratio
1.530%
Fee Level
Below Average
Longest Manager Tenure
14.74 years
Category
Event Driven
Alt Style Correlation / Relative Volatility
High / Low
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.72%
Turnover
188%
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Morningstar’s Analysis

Will MERFX outperform in future?

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

An experienced team, but their process lacks a discernable edge.

Summary

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A stable and experienced team executes this fund’s established approach. However, its supporting resources lack a clear edge compared with peers’, underpinning a downgrade to the fund’s Process rating to Average from Above Average. The fund’s two share classes earn Morningstar Analyst Ratings of Neutral, down from Bronze for its institutional shares.

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