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Merger Institutional MERIX

Analyst rating as of
NAV / 1-Day Return
17.45  /  0.17 %
Total Assets
3.8 Bil
Adj. Expense Ratio
1.270%
Expense Ratio
1.700%
Fee Level
Average
Longest Manager Tenure
14.12 years
Category
Market Neutral
Alt Style Correlation / Relative Volatility
Low / Low
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.01%
Turnover
167%
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Morningstar’s Analysis

Will MERIX outperform in future?

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

Experienced management leads this merger arbitrage fund.

Senior Analyst

Summary

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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.

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