MERFX Mutual Fund (The Merger Fund Class A) is managed by Virtus Investment Partners with $388.8M in net assets. MERFX expense ratio is 1.55%, holding 380 positions across sectors including Unknown, Communication Services, Financials. Inception date: 1989-01-31.

MERFX performance shows a YTD return of 1.57%. The 1-year return is 8.02% and the 5-year return is 3.80%. MERFX dividend yield stands at 7.31%, paid annually.

MERFX top holdings include Endeavor Group Holdings Inc (6.9%), Rocket Companies Inc (5.6%), Cyberark Software Ltd/Israel Common Stock (4.5%), Frontier Communications Parent Inc. (4.4%), Electronic Arts, Inc. (4.3%). View all MERFX holdings, sector breakdown, or dividend history.

MERFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MERFX alternatives are available via the screener, along with tax-loss harvesting opportunities.