AEDFX Mutual Fund

AEDFX Mutual Fund (Water Island Event Driven Fund Class R) is managed by Arbitrage Funds. AEDFX expense ratio is 1.71%, holding 149 positions across sectors including Health Care, Industrials, Communication Services. Inception date: 2010-10-01.

AEDFX performance shows a YTD return of 4.20%. The 1-year return is 7.20% and the 5-year return is 3.97%. AEDFX dividend yield stands at 0.65%, paid annually.

AEDFX top holdings include Morgan Stanley Prime Broker Us (15.7%), Janus Henderson Group Plc Ordinary Shares (4.7%), Electronic Arts, Inc. (4.6%), Endeavor Energy (4.1%), Chart Industries Inc (4.0%). Go to all AEDFX holdings, AEDFX sectors, or AEDFX dividends.

AEDFX can be compared against other funds. Use AEDFX overlap to find shared positions, or AEDFX vs another fund for a side-by-side view. AEDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.