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The Merger Fund A MERFX

Analyst rating as of
NAV / 1-Day Return
17.40  /  0.00
Total Assets
4.4 Bil
Adj. Expense Ratio
1.530%
Expense Ratio
1.610%
Fee Level
Below Average
Longest Manager Tenure
15.86 years
Category
Event Driven
Alt Style Correlation / Relative Volatility
High / Low
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
162%

Morningstar’s Fund Analysis MERFX

Will MERFX outperform in future?

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

Experience and stability remain this strategy’s hallmarks.

Senior Analyst

Summary

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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.

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