Arbitrage Fund is managed by a veteran team, and its conservative approach to merger-arbitrage should continue to serve investors well. It earns a Morningstar Analyst Rating of Bronze for its three cheapest share classes and a Neutral rating for its most expensive share class.
Will ARBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARBCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ARBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.