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Arbitrage Fund

Arbitrage Fund Parent Rating

Average

In a competitive industry, Arbitrage Fund does n't differentiate itself enough, leading to an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average asset-weighted tenure of 21 years at the firm, bringing a wealth of experience to the table. Arbitrage Fund's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.5 stars, which is about standard. Arbitrage Fund has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.

Arbitrage Fund Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.20 Bil

Investment Flows (TTM)

−300.64 Mil

Asset Growth Rate (TTM)

−20.83%

# of Share Classes

10
Morningstar Rating # of Share Classes
0
3
6
1
0
Not Rated 0

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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