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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
    1.460%
  • 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

Summary

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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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