MERFX Mutual Fund

MERFX Mutual Fund (The Merger Fund Class A) is managed by Virtus Investment Partners with $391.4M in net assets. MERFX expense ratio is 1.55%, holding 380 positions across sectors including Communication Services, Financials, Industrials. Inception date: 1989-01-31.

MERFX performance shows a YTD return of 1.86%. The 1-year return is 3.99% and the 5-year return is 4.39%. MERFX dividend yield stands at 7.29%, paid annually.

MERFX top holdings include Endeavor Group Hold-Class A (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%). 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.