Advertisement
Skip to Content
Morningstar

Arbitrage R ARBFX

Morningstar Analyst Rating
Analyst rating as of | See Arbitrage Fund Investment Hub
  • NAV / 1-Day Return 12.19  /  0.41 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.620%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Event Driven
  • Alt Style Correlation / Relative Volatility High / Low
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 206%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis ARBFX

Will ARBFX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARBFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ARBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ceasing Coverage of Arbitrage Fund

Associate Director

Analyst Note

|

Unlock our full analysis with Morningstar Investor