Merger Mutual Fund Analysis

MERFX
 Fund
  

USD 17.39  0.04  0.23%   

The current indifference towards the small price fluctuations of Merger Fund may encourage investors to take a closer look at the fund as it is trading at a share price of 17.39 on very low momentum in trading volume. The fund money managers did not add any value to Merger Fund investors in August. However, most investors can still diversify their portfolios with Merger Fund to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.15. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Additionally, see Correlation Analysis.
  
The Merger Fund mutual fund analysis report makes it easy to digest most publicly released information about Merger Fund and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Merger Mutual Fund analysis module also helps to analyze the Merger Fund price relationship with some important fundamental indicators such as market cap and management efficiency.

Merger Mutual Fund Analysis Notes

The fund maintains about 25.53% of assets in cash. Merger Fund last dividend was 0.13 per share. Under normal market conditions, the fund invests at least 80% 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, spinoffs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions. To find out more about Merger Fund contact the company at 800-343-8959.

Merger Fund Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Merger Fund's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Merger Fund or challenge it. These alerts can help you understand what you are buying 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

Management Efficiency

Merger Fund management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Institutional Mutual Fund Holders for Merger Fund

Have you ever been surprised when a price of an equity instrument such as Merger Fund is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Merger Fund backward and forwards among themselves. Merger Fund's institutional investor refers to the entity that pools money to purchase Merger Fund's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Merger Fund's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 24th of September, Merger Fund secures the Mean Deviation of 0.1172, coefficient of variation of 403.74, and Risk Adjusted Performance of 0.2188. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Merger Fund, as well as the relationship between them. Strictly speaking, you can use this information to find out if the fund will indeed mirror its model of past prices, or the prices will eventually revert. We were able to analyze and collect data for eighteen technical drivers for Merger Fund, which can be compared to its peers in the industry. Please verify Merger Fund information ratio and downside variance to decide if Merger Fund is priced some-what accurately, providing market reflects its recent price of 17.39 per share.

Merger Fund Price Movement Analysis

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Merger Fund Technical and Predictive Indicators

Merger Fund Forecast Models

Merger Fund time-series forecasting models is one of many Merger Fund's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Merger Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Merger Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Merger Fund prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Merger shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Merger Fund. By using and applying Merger Mutual Fund analysis, traders can create a robust methodology for identifying Merger entry and exit points for their positions.
The investment seeks capital growth by engaging in merger arbitrage. Merger Fund is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Merger Fund to your portfolios without increasing risk or reducing expected return.

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Additionally, see Correlation 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.