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The Merger Fund® Class A (MERFX)

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17.47 +0.02 +0.11%

13/09 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Westchester Capital

Asset Class: Other

Morningstar Rating:
Total Assets: 486.87M

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MERFX Overview

Find basic information about the The Merger Fund® Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MERFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change1.75%

Prev. Close17.45

Risk Rating

TTM Yield2.54%

ROE4.71%

IssuerWestchester Capital

Turnover218%

ROA0.56%

Inception Date32539

Total Assets486.87M

Expenses1.50%

Min. Investment2,500

Market Cap3.65B

CategoryEvent Driven

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The Merger Fund® Class A Analysis

2 Thematic ETFs That Could Outperform A Stock Picking Strategy By Tezcan Gecgil - Feb 18, 2022

Thematic exchange-traded funds (ETFs) aim to provide exposure to some of the hottest trends and industries in the stock market. Rather than looking for a winning stock, these...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1023	1023	1052	1080	1147	1312
Fund Return	2.28%	2.34%	5.24%	2.61%	2.78%	2.75%
Place in category	33	28	34	22	32	14
% in Category	68	59	69	47	78	45

Top Other Funds by Virtus

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Merger Institutional		1.97B	2.42	2.89	3.06
	WCM Alternatives Event-Driven Instl		477.45M	2.15	1.85	3.31

Top Funds for Event Driven Category

Name	Total Assets	YTD%	3Y%	10Y%
BlackRock Event Driven Equity Instl	4.74B	2.60	2.88	4.36
Vivaldi Merger Arbitrage I	4.3B	3.95	3.58	-
Merger Institutional	1.97B	2.42	2.89	3.06
Arbitrage I	875.55M	2.35	2.67	2.84
WCM Alternatives Event-Driven Instl	477.45M	2.15	1.85	3.31

Top Holdings

Name	ISIN	Weight %	Last	Change %
Hess	US42809H1077	7.96	128.57	+0.73%
Endeavor Group	US29260Y1091	5.10	27.60	-0.14%
WestRock Co	US96145D1054	4.70	-	-
Virtus Westchester Event-Driven Fd I	-	4.31	-	-
United States Steel	US9129091081	3.52	36.07	+3.83%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Strong Buy	Buy
Technical Indicators	BUY	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Merger Investor	17.47	+0.02	+0.11%