MERVX Mutual Fund

MERVX Mutual Fund (The Merger Fund) is managed by Virtus Investment Partners with $24.0M in net assets. MERVX expense ratio is 1.43%, holding 380 positions across sectors including Communication Services, Financials, Industrials. Inception date: 2004-05-26.

MERVX performance shows a YTD return of 1.86%. The 1-year return is 3.98% and the 5-year return is 3.95%. MERVX dividend yield stands at 15.40%, paid annually.

MERVX 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 MERVX holdings, MERVX sectors, or MERVX dividends.

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