MERIX Mutual Fund

MERIX Mutual Fund (The Merger Fund Institutional Class) is managed by Virtus Investment Partners with $2.16B in net assets. MERIX expense ratio is 1.26%, holding 380 positions across sectors including Communication Services, Financials, Industrials. Inception date: 2013-08-01.

MERIX performance shows a YTD return of 1.94%. The 1-year return is 4.23% and the 5-year return is 4.69%. MERIX dividend yield stands at 7.81%, paid annually.

MERIX 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 MERIX holdings, MERIX sectors, or MERIX dividends.

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