Arbitrage R ARBFX
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The Arbitrage Fund
… portfolio still held 95 deals at year-end. The Fund’s fourth quarter returns were 1.51% for the retail share class ( ARBFX ) and 1.64% for the institutional share class (ARBNX), whereas the HFRI Merger Arbitrage Index returned 1.65% for the …
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From Barron’s, February 6, 2012 (Part 2)
… chips worth looking are MSFT, GE . Extremely low rates for the foreseeable future may benefit merger arbitrage strategies and ARBFX is mentioned. http://online.barrons.com/article/SB50001424052748703964504577193141063650200.html?mod=BOL …
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Top Alternatives for a Well-Rounded Portfolio… Mentioned in This Video iPath S&P 500 VIX Short-Term Futures ETN VXX iPath S&P 500 Dynamic VIX ETN XVZ Merger MERFX Arbitrage R ARBFX Arbitrage Event Driven AEDFX Schooner Fund SCNAX Forward Credit Analysis Long/Short FLSRX Credit Suisse Merger …
Futures ETN VXX iPath S&P 500 Dynamic VIX ETN XVZ Merger MERFX Arbitrage R ARBFX Arbitrage Event Driven AEDFX Schooner Fund SCNAX Forward Credit Analysis Long/Short FLSRX Credit Suisse Merger Arbitrage Liquid Index ETN CSMA JPMorgan Alerian -
Merger and arbitrage funds
… profits. Merger and arbitrage funds can and have done really well. Check out ARBFX 's record: http://quote.morningstar.com/fund/f.aspx?t= arbfx (And ARBFX 's ER during the last 10 yrs has been > 1.5%). MERFX has also been …
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What Role Do Alternatives Play in a Portfolio?
… solid three years. ... Unfortunately, all merger and arbitrage funds tend to be a little expensive (Merger, Arbitrage ARBFX ), which is a headwind in itself." Meanwhile, mwleach noted that even accredited investors who are eligible to buy true …
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New Masters MASFX has Mgrs from Loomis Sayles, DoubleLine, FPA
… his colleagues from First Pacific Advisors will also help run this sleeve. Arbitrage: John Orrico of the Arbitrage Fund ( ARBFX ) will be joined by three others from Water Island Capital." Edit/Add: Press Release http://finance.yahoo.com …
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Three Funds to Protect Against Market Volatility
… fund lost 1.5% this past month but has managed to stay in the black for the year to date, at 0.1%. Although Arbitrage ARBFX has successfully preserved investors' capital over the past few weeks, it's currently closed to new investors. A good substitute …
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ARBFX Arbitrage R Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Expenses have been cut, but the firm could go further; the fund isn't cheap.High turnover may lead to tax inefficiency and costly brokerage commissions.Returns suffer when mergers fail.The global merger and acquisition universe has grown more complex, adding to risk.Low volatility.Low correlation
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pulling back in cash and what?
… 30-40% of my portf., both retirement and taxable); -I even entertained a long-short funds idea (at one time I had ARBFX , which did nothing for me), but somehow I am not too comfy with them; -park some in the sectors? Like health care, energy …
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2-5 years horizon taxable account ideas
… bond funds are the least tax-efficient. But what are my alternatives for what I am trying to acheive? Below is my portf. ARBFX 2.6% FOHFX 14.8% FRIFX 6.7% GASFX 4.25% PFSDX 6.4% PLBDX 9.25% PTTDX 23.7% SNGVX 6.7% VSIT 2% VIG 2 …