The Merger Fund’s veteran managers, stable investment team, and strong fundamental deal analysis stand as the foundation to its established approach to merger-arbitrage investing. Despite average quantitative resources, the managers' framework adequately supports their strong bottom-up research. The strategy earns a Morningstar Analyst Rating of Bronze for both share classes, up from Neutral.
NAV / 1-Day Return
17.40 / 0.00
Adj. Expense Ratio
Longest Manager Tenure
Alt Style Correlation / Relative VolatilityHigh / Low
Min. Initial Investment
Morningstar’s Fund Analysis MERFX
Will MERFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.