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The Merger Fund® Class I (MERIX)

US Funds

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17.40 -0.02 -0.11%

01:00:00 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.17B

Type: Fund

Market: United States

Issuer: Westchester Capital

Asset Class: Other

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MERIX Overview

Find basic information about the The Merger Fund® Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MERIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change - 2.95%

Prev. Close17.42

Risk Rating

TTM Yield4.27%

ROE4.93%

IssuerWestchester Capital

Turnover149%

ROA2.34%

Inception Date41487

Total Assets2.17B

Expenses1.19%

Min. Investment100,000

Market Cap3.76B

CategoryEvent Driven

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1016	1050	1188	1226	1530
Fund Return	2.71%	1.63%	4.96%	5.91%	4.16%	4.34%
Place in category	27	17	25	17	15	16
% in Category	63	36	56	40	32	46

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		389.05M	2.49	5.60	4.04
	WCM Alternatives Event-Driven Instl		129.44M	0.78	5.42	4.82

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
Vivaldi Merger Arbitrage I	8.37B	2.84	5.44	4.12
BlackRock Event Driven Equity Instl	4.7B	3.18	5.71	5.00
Arbitrage I	827.32M	2.50	5.82	3.59
Merger Investor	389.05M	2.49	5.60	4.04
Gabelli ABC AAA	382.43M	5.23	7.12	3.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
Endeavor Group Holdings Inc Class A	-	5.97	-	-
Electronic Arts Inc	-	5.61	-	-
Warner Bros Discovery	-	5.38	28.04	-0.57%
Norfolk Southern	-	5.20	320.27	-0.94%
Webster Financial Corp	-	4.46	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Strong Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Sell
Summary	Neutral	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Institutio.	17.40	-0.02	-0.11%