Merger Cash Position Weight

MERFX
 Fund
  

USD 17.37  0.02  0.12%   

Merger Fund fundamentals help investors to digest information that contributes to Merger Fund's financial success or failures. It also enables traders to predict the movement of Merger Mutual Fund. The fundamental analysis module provides a way to measure Merger Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Merger Fund mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Merger Cash Position Weight Analysis

Merger Fund's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Merger Fund Cash Position Weight

    
  25.53 %  
Most of Merger Fund's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Merger Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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Merger Fund Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Merger Fund has 25.53% in Cash Position Weight. This is much higher than that of the Virtus Funds family and significantly higher than that of the Event Driven category. The cash position weight for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for Merger Fund

The fund invests 58.63% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.59%) , cash (25.53%) and various exotic instruments.
   Value   
       Instrument Type  

Merger Fundamentals

About Merger Fund Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Merger Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Merger Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Merger Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks capital growth by engaging in merger arbitrage. Merger Fund is traded on NASDAQ Exchange in the United States.

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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 the 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.

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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Merger Fund using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Additionally, see Merger Fund Piotroski F Score and Merger Fund Altman Z Score analysis. 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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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.
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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.