The Merger Financials
| MERIX Fund | USD 17.37 0.02 0.12% |
The |
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.
The Merger Fund Summary
The Merger competes with Strategic Advisers, Strategic Advisers, Morningstar Unconstrained, Thrivent High, and Via Renewables. 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.Specialization | Event Driven, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5895092071 |
| Business Address | Merger Fund |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Event Driven |
| Benchmark | Dow Jones Industrial |
| Phone | 800 343 8959 |
| Currency | USD - US Dollar |
The Merger Key Financial Ratios
The Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining The Merger's current stock value. Our valuation model uses many indicators to compare The Merger value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across The Merger competition to find correlations between indicators driving The Merger's intrinsic value. More Info.The Merger Fund is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Merger Fund is roughly 10.09 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the The Merger's earnings, one of the primary drivers of an investment's value.Merger Fund Systematic Risk
The Merger's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. The Merger volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Merger Fund correlated with the market. If Beta is less than 0 The Merger generally moves in the opposite direction as compared to the market. If The Merger Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Merger Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of The Merger is generally in the same direction as the market. If Beta > 1 The Merger moves generally in the same direction as, but more than the movement of the benchmark.
The Merger November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of The Merger help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Merger Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Merger Fund based on widely used predictive technical indicators. In general, we focus on analyzing The Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build The Merger's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2273 | |||
| Information Ratio | (0.70) | |||
| Maximum Drawdown | 0.8079 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.29 |
Other Information on Investing in The Mutual Fund
The Merger financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Merger security.
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