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Analyst rating as of
NAV / 1-Day Return
13.37  /  0.15 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.380%
Expense Ratio
1.490%
Fee Level
Below Average
Longest Manager Tenure
21.10 years
Category
Event Driven
Alt Style Correlation / Relative Volatility
High / Low
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
300%
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Morningstar’s Analysis

Will ARBNX outperform in future?

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

A focused and compelling approach backed by long-tenured managers.

Summary

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Arbitrage Fund benefits from a veteran management team and a focused approach with a record of generating uncorrelated returns to the broader equity and bond markets. The fund continues to merit a Morningstar Analyst Rating of Bronze for its three cheapest share classes and Neutral for its most expensive C shares.

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