VARCX Mutual Fund

VARCX Mutual Fund (First Trust Merger Arbitrage Fund Class C) is managed by First Trust Capital Management L.P with $3.5M in net assets. VARCX expense ratio is 2.80%, holding 187 positions across sectors including Health Care, Consumer Discretionary, Industrials. Inception date: 2024-01-31.

VARCX performance shows a YTD return of 2.11%. The 1-year return is 2.53% and the 5-year return is 3.12%. VARCX dividend yield stands at 2.75%, paid annually.

VARCX 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 VARCX holdings, VARCX sectors, or VARCX dividends.

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