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The Merger Fund® Class I (MERIX)

US Funds

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17.11 -0.02 -0.12%

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

Morningstar Rating:
Total Assets: 1.9B

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 Change0.47%

Prev. Close17.13

Risk Rating

TTM Yield2.21%

ROE1.29%

IssuerWestchester Capital

Turnover81%

ROA0.38%

Inception Date41487

Total Assets1.9B

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	1008	1018	1045	1101	1155	1405
Fund Return	0.83%	1.76%	4.46%	3.25%	2.93%	3.46%
Place in category	26	16	29	20	25	12
% in Category	52	32	63	44	64	43

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		417.6M	0.82	2.97	3.15
	WCM Alternatives Event-Driven Instl		129.85M	1.87	1.52	3.55

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
Vivaldi Merger Arbitrage I	5.55B	0.47	3.96	-
BlackRock Event Driven Equity Instl	4.53B	1.20	3.15	4.57
Arbitrage I	877.06M	1.12	3.52	2.93
Merger Investor	417.6M	0.82	2.97	3.15
Gabelli ABC AAA	381.11M	0.56	4.63	3.33

Top Holdings

Name	ISIN	Weight %	Last	Change %
Hess	US42809H1077	8.46	141.23	-0.81%
Endeavor Group	US29260Y1091	5.45	28.80	-0.17%
Virtus Westchester Event-Driven Fd I	-	4.64	-	-
Kellanova	US4878361082	4.01	82.48	+0.14%
Southwestern Energy Co	US8454671095	3.93	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Institutio.	17.11	-0.02	-0.12%