VARBX Mutual Fund

VARBX Mutual Fund (First Trust Merger Arbitrage Fund Class I) is managed by First Trust Capital Management L.P with $1.58B in net assets. VARBX expense ratio is 1.75%, holding 187 positions across sectors including Health Care, Consumer Discretionary, Industrials. Inception date: 2015-10-01.

VARBX performance shows a YTD return of 3.13%. The 1-year return is 3.67% and the 5-year return is 4.14%. VARBX dividend yield stands at 5.86%, paid annually.

VARBX top holdings include Taylor Morrison Home Corporation Class A (11.3%), Chart Industries Inc (9.5%), A R C Resources Ltd. (5.8%), Nuvalent Inc - Class A Shares (5.4%), National Storage Affiliates (4.8%). 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.