The Merger Fund Manager Performance Evaluation
| MERIX Fund | USD 17.03 0.01 0.06% |
The entity has a beta of 0.0401, which indicates not very significant fluctuations relative to the market. As returns on the market increase, the Merger's returns are expected to increase less than the market. However, during the bear market, the loss of holding the Merger is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Merger Fund are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, The Merger is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of April 2025 | |
| Expense Ratio | 1.2700 |
The |
The Merger Relative Risk vs. Return Landscape
If you would invest 1,687 in The Merger Fund on November 6, 2025 and sell it today you would earn a total of 16.00 from holding The Merger Fund or generate 0.95% return on investment over 90 days. The Merger Fund is currently producing 0.0158% returns and takes up 0.0685% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than The, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
The Merger Current Valuation
Overvalued
Today
Please note that The Merger's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Merger Fund has a current Real Value of $15.65 per share. The regular price of the fund is $17.03. We determine the value of Merger Fund from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since The Merger is currently traded on the exchange, buyers and sellers on that exchange determine the market value of The Mutual Fund. However, The Merger's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.03 | Real 15.65 | Hype 17.03 | Naive 17.01 |
The intrinsic value of The Merger's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence The Merger's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of The Merger Fund helps investors to forecast how The mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of The Merger more accurately as focusing exclusively on The Merger's fundamentals will not take into account other important factors: The Merger Target Price Odds to finish over Current Price
The tendency of The Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 17.03 | 90 days | 17.03 | about 12.64 |
Based on a normal probability distribution, the odds of The Merger to move above the current price in 90 days from now is about 12.64 (This The Merger Fund probability density function shows the probability of The Mutual Fund to fall within a particular range of prices over 90 days) .
The Merger Price Density |
| Price |
Predictive Modules for The Merger
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Merger Fund. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.The Merger Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. The Merger is not an exception. The market had few large corrections towards the The Merger's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold The Merger Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of The Merger within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.54 |
The Merger Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of The Merger for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Merger Fund can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 25.76% of its assets in cash |
The Merger Fundamentals Growth
The Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of The Merger, and The Merger fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on The Mutual Fund performance.
| Price To Earning | 19.38 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 0.95 X | |||
| Total Asset | 2.01 B | |||
About The Merger Performance
Evaluating The Merger's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if The Merger has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if The Merger has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Merger Fund performance evaluation
Checking the ongoing alerts about The Merger for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Merger Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 25.76% of its assets in cash |
- Analyzing The Merger's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether The Merger's stock is overvalued or undervalued compared to its peers.
- Examining The Merger's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating The Merger's management team can have a significant impact on its success or failure. Reviewing the track record and experience of The Merger's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of The Merger's mutual fund. These opinions can provide insight into The Merger's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |