MERFX Mutual Fund

MERFX Mutual Fund (The Merger Fund Class A) is managed by Virtus Investment Partners with $383.2M in net assets. MERFX expense ratio is 1.55%, holding 563 positions across sectors including Industrials, Communication Services, Financials. Inception date: 1989-01-31.

MERFX performance shows a YTD return of 3.02%. The 1-year return is 10.85% and the 5-year return is 7.21%. MERFX dividend yield stands at 7.87%, paid annually.

MERFX top holdings include Goldman Sachs Financial Square Funds - Treasury Instruments Fund (7.6%), Electronic Arts, Inc. (6.2%), Norfolk Southern Corp (5.9%), Endeavor Energy (5.7%), Warner Bros Discovery Inc (5.5%). Go to all MERFX holdings, MERFX sectors, or MERFX dividends.

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