MERFX Mutual Fund
MERFX Mutual Fund
NAV$17.68
AUM$391M
TER1.55%
Holdings380
See how much of MERFX you already own
MERFX Mutual Fund
NAV$17.68
The Merger Fund Class A
AUM$391M
TER1.55%
Holdings380
See how much of MERFX you already own
MERFX Mutual Fund Sector Allocation
MERFX sector allocation breaks down across Communication Services (18.6%), Financials (10.9%), Industrials (7.9%), Health Care (5.8%), Materials (4.3%). Across 380 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
MERFX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
MERFX by country shows geographic exposure. MERFX overlap reveals how sector exposure compares with other funds.