Skip to Content
Analyst rating as of

Morningstar’s Analysis

Will ARBFX outperform in future?

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

Personnel turnover diminishes our view.


| |

Though veteran managers guide Arbitrage Fund, significant and continuous turnover within the event-driven investment team in recent years damps the group’s overall appeal. This instability downgrades the Morningstar Analyst Ratings of its cheapest share classes to Neutral from Bronze, while the priciest C shares move to Negative.

Unlock our full analysis with Morningstar Investor