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The Merger Fund® Class A (MERFX)

US Funds

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17.49 -0.01 -0.06%

27/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 414.52M

Type: Fund

Market: United States

Issuer: Westchester Capital

Asset Class: Other

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MERFX Overview

Find basic information about the The Merger Fund® Class A 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 MERFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change1.57%

Prev. Close17.5

Risk Rating

TTM Yield1.71%

ROE7.28%

IssuerWestchester Capital

Turnover153%

ROA2.59%

Inception Date32539

Total Assets414.52M

Expenses1.48%

Min. Investment2,500

Market Cap5.22B

CategoryEvent Driven

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The Merger Fund® Class A Analysis

2 Thematic ETFs That Could Outperform A Stock Picking Strategy By Tezcan Gecgil/Investing.com - Feb 18, 2022

Thematic exchange-traded funds (ETFs) aim to provide exposure to some of the hottest trends and industries in the stock market. Rather than looking for a winning stock, these...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1020	1027	1054	1102	1155	1355
Fund Return	1.98%	2.74%	5.38%	3.3%	2.93%	3.09%
Place in category	23	5	29	27	30	13
% in Category	49	12	61	57	74	48

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Institutional		1.91B	2.01	3.60	3.40
	WCM Alternatives Event-Driven Instl		130.86M	2.64	3.06	3.62

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
Vivaldi Merger Arbitrage I	5.7B	0.95	3.99	-
BlackRock Event Driven Equity Instl	4.51B	1.60	2.94	3.91
Merger Institutional	1.91B	2.01	3.60	3.40
Arbitrage I	782.3M	2.38	3.89	3.02
Gabelli ABC AAA	375.76M	0.93	4.90	3.24

Top Holdings

Name	ISIN	Weight %	Last	Change %
Hess	US42809H1077	8.93	159.07	-0.90%
Endeavor Group	US29260Y1091	6.08	29.25	0.00%
Kellanova	US4878361082	5.40	82.45	0.00%
HashiCorp Inc Ordinary Shares Class A	-	4.56	-	-
Virtus Westchester Event-Driven Fd I	-	4.42	-	-

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Merger Investor	17.49	-0.01	-0.06%
HSBC Global Inves.	31.055	-0.046	-0.15%
FUNDO DE INVESTIM.	28.561	+0.035	+0.12%
JPMorgan NY Tax F.	6.33	-0.04	-0.63%