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The Merger Fund® Class I (MERIX)

US Funds

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17.44 -0.03 -0.17%

- 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 - 4.39%

Prev. Close17.47

Risk Rating

TTM Yield4.25%

ROE4.86%

IssuerWestchester Capital

Turnover68%

ROA2.87%

Inception Date41487

Total Assets2.17B

Expenses1.18%

Min. Investment100,000

Market Cap4.73B

CategoryEvent Driven

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1032	1013	1040	1183	1227	1539
Fund Return	3.18%	1.27%	4.05%	5.76%	4.17%	4.41%
Place in category	25	12	29	28	15	16
% in Category	52	30	63	59	31	46

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Investor		382.48M	2.90	5.43	4.10
	WCM Alternatives Event-Driven Instl		129.55M	0.78	5.42	4.82

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
BlackRock Event Driven Equity Instl	4.41B	4.06	6.59	5.06
Vivaldi Merger Arbitrage I	1.58B	3.13	5.19	4.13
Arbitrage I	824.31M	3.99	6.38	3.76
Merger Investor	382.48M	2.90	5.43	4.10
Gabelli ABC AAA	383.06M	4.68	7.41	3.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Electronic Arts Inc	-	6.45	-	-
Norfolk Southern	-	6.17	327.88	-1.61%
Endeavor Group Holdings Inc Class A	-	5.92	-	-
Warner Bros. Discovery Inc Ordinary Shares - Class A	-	5.69	-	-
Chart Industries Inc	-	4.89	-	-

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Merger Institutio.	17.44	-0.03	-0.17%
Gabelli ABC AAA	11.41	+0.01	+0.09%
TTAN	82.61	+1.28	+1.57%