Merger Mutual Fund Quote

MERFX
 Fund
  

USD 17.09  0.02  0.12%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Merger Fund is trading at 17.09 as of the 5th of July 2022; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 17.07. Merger Fund has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Merger Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2022 and ending today, the 5th of July 2022. Click here to learn more.
The investment seeks capital growth by engaging in merger arbitrage. Merger Fund is traded on NASDAQ Exchange in the United States. More on Merger Fund

Moving together with Merger Fund

0.83PGProcter Gamble Fiscal Year End 29th of July 2022 PairCorr
0.9MSFTMicrosoft Corp Fiscal Year End 26th of July 2022 PairCorr
0.82CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
Merger Fund cannot be verified against its exchange. Apparently, Merger Fund is not available for investing at the moment. Please verify the symbol is currently traded on NASDAQ Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.
Refresh

Merger Fund Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Merger Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Merger Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Merger Fund is unlikely to experience financial distress in the next 2 years
The fund maintains about 25.53% of its assets in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Merger Fund's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedFairly Valued
Beta In Three Year0.11
Startdate24th of January 2007
Merger Fund [MERFX] is traded in USA and was established 5th of July 2022. The fund is listed under Event Driven category and is part of Virtus Funds family. Merger Fund now has accumulated 4.26 B in assets with minimum initial investment of 2.5 K. , while the total return for the last 3 years was 4.57%.
Check Merger Fund Probability Of Bankruptcy

Top Merger Fund Constituents

Merger Fund Top Holders

Merger Fund Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Merger Fund market risk premium is the additional return an investor will receive from holding Merger Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Merger Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Merger Fund's alpha and beta are two of the key measurements used to evaluate Merger Fund's performance over the market, the standard measures of volatility play an important role as well.

Merger Fund Against Markets

Picking the right benchmark for Merger Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Merger Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Merger Fund is critical whether you are bullish or bearish towards Merger Fund at a given time.
Merger Fund cannot be verified against its exchange. Apparently, Merger Fund is not available for investing at the moment. Please verify the symbol is currently traded on NASDAQ Exchange. If you still believe the symbol you are trying to look up is valid please let us know and we will check it as soon as possible.
Refresh

Try Other Fund Suggestions

Be your own money manager

Our tools can tell you how much better you can do entering a position in Merger Fund without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Holdings Now

   

Portfolio Holdings

Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
All  Next Launch Module

Investing Merger Fund

You need to understand the risk of investing before taking a position in Merger Fund. The danger of trading Merger Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Merger Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Merger Fund. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Merger Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, see Stocks Correlation. Note that the Merger Fund information on this page should be used as a complementary analysis to other Merger Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for Merger Mutual Fund analysis

When running Merger Fund price analysis, check to measure Merger Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Merger Fund is operating at the current time. Most of Merger Fund's value examination focuses on studying past and present price action to predict the probability of Merger Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Merger Fund's price. Additionally, you may evaluate how the addition of Merger Fund to your portfolios can decrease your overall portfolio volatility.
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Please note, there is a significant difference between Merger Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Merger Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Merger Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.