AGEAX Mutual Fund

AGEAX Mutual Fund (Water Island Event Driven Fund Class A) is managed by Arbitrage Funds. AGEAX expense ratio is 1.71%, holding 149 positions across sectors including Health Care, Industrials, Communication Services. Inception date: 2013-05-31.

AGEAX performance shows a YTD return of 4.19%. The 1-year return is 7.20% and the 5-year return is 3.98%. AGEAX dividend yield stands at 0.43%, paid annually.

AGEAX top holdings include Forward Foreign Currency Contract (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 AGEAX holdings, AGEAX sectors, or AGEAX dividends.

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