Merger Fund Mutual Fund Money Managers
| MERIX Fund | USD 17.01 0.01 0.06% |
Break down of Merger Fund's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Merger Fund's future under-performance.
Merger |
| Symbol | MERIX |
| Name | The Merger Fund |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on The Merger Fund Leadership is currently not available.
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Merger Fund Net Asset Comparison
The Merger Fund is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Event Driven category is currently estimated at about 26.96 Billion. Merger Fund holds roughly 2.41 Billion in net asset claiming about 9% of all funds under Event Driven category.
Merger Fund Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Merger Fund Price Series Summation is a cross summation of Merger Fund price series and its benchmark/peer.
About Merger Fund Management Performance
The success or failure of an entity such as Merger Fund often depends on how effective the management is. Merger Fund management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Merger management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Merger management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund invests at least 80 percent of its total assets principally in the common stock, preferred stock and, occasionally, warrants of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Merger Fund Annual Yield
In accordance with the recently published financial statements, The Merger Fund has an Annual Yield of 0.0438%. This is 119.0% higher than that of the Virtus family and significantly higher than that of the Event Driven category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Merger Mutual Fund
Merger Fund financial ratios help investors to determine whether Merger Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Merger with respect to the benefits of owning Merger Fund security.
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