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.
Will ARBNX 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 ARBNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARBNX 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 ARBNX’s parent organization’s priorities and whether they’re in line with investors’ interests.