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Analyst rating as of
NAV / 1-Day Return
12.55  /  0.08 %
Total Assets
1.4 Bil
Adj. Expense Ratio
2.300%
Expense Ratio
2.460%
Fee Level
Average
Longest Manager Tenure
20.10 years
Category
US Fund Market Neutral
Alt Style Correlation / Relative Volatility
Low / Low
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
273%
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Morningstar’s Analysis

Will ARBCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A conservative approach helps this fund stand out.

Senior Analyst

Summary

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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.

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