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The Merger Fund I MERIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis MERIX

Will MERIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MERIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MERIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MERIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers executing a sound approach to merger-arbitrage investing.

Associate Director Adam Millson

Adam Millson

Associate Director

Summary

The Merger Fund benefits from an established investment process led by two industry veterans. The strategy continues to earn a Morningstar Analyst Rating of Bronze for both its share classes.

by Adam Millson
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