VARBX Mutual Fund

VARBX Mutual Fund (First Trust Merger Arbitrage Fund Class I) is managed by First Trust Capital Management L.P with $1.57B in net assets. VARBX expense ratio is 1.75%, holding 180 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2015-10-01.

VARBX performance shows a YTD return of 2.46%. The 1-year return is 4.70% and the 5-year return is 4.17%. VARBX dividend yield stands at 5.89%, paid annually.

VARBX top holdings include Cadence Bancorp Common Stock (4.9%), Cyberark Software Ltd/Israel Common Stock (4.0%), Umb Money Market Ii Special (3.8%), Comerica Inc. (3.6%), Ceridian Hcm Holding Inc (3.6%). Go to all VARBX holdings, VARBX sectors, or VARBX dividends.

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