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 MERIX 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 MERIX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of MERIX’s parent organization’s priorities and whether they’re in line with investors’ interests.