Merger Fund benefits from a strong and experienced investment team that implements an established approach to evaluating merger deals. The Institutional share class earns a Morningstar Analyst Rating of Bronze, while its more expensive Investor share class receives a Neutral rating.
Will MERFX 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 MERFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MERFX 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 MERFX’s parent organization’s priorities and whether they’re in line with investors’ interests.