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The Merger Fund® Class I (MERIX)

US Funds

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16.81 -0.01 -0.06%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.92B

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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Rating

1-Year Change - 0.88%

Prev. Close16.82

Risk Rating

TTM Yield2.83%

ROE1.29%

IssuerWestchester Capital

Turnover81%

ROA0.38%

Inception Date41487

Total Assets1.92B

Expenses1.18%

Min. Investment100,000

Market Cap4.39B

CategoryEvent Driven

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1003	1036	1088	1150	1382
Fund Return	2.71%	0.29%	3.62%	2.87%	2.84%	3.29%
Place in category	34	39	37	26	29	11
% in Category	72	78	77	55	71	37

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		425.91M	2.51	2.59	2.98
	WCM Alternatives Event-Driven Instl		161.92M	1.87	1.52	3.55

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
Vivaldi Merger Arbitrage I	4.85B	5.08	3.65	-
BlackRock Event Driven Equity Instl	4.66B	2.90	2.98	3.99
Arbitrage I	861.96M	3.03	3.08	2.94
Merger Investor	425.91M	2.51	2.59	2.98
Gabelli ABC AAA	389.67M	9.49	5.09	3.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
Hess	US42809H1077	8.46	130.69	+0.10%
Endeavor Group	US29260Y1091	5.45	31.23	-0.19%
Virtus Westchester Event-Driven Fd I	-	4.64	-	-
Kellanova	US4878361082	4.01	81.11	+0.36%
Southwestern Energy Co	US8454671095	3.93	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Institutio.	16.81	-0.01	-0.06%