VARCX Mutual Fund

VARCX Mutual Fund (First Trust Merger Arbitrage Fund Class C) is managed by First Trust Capital Management L.P with $3.8M in net assets. VARCX expense ratio is 2.80%, holding 180 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2024-01-31.

VARCX performance shows a YTD return of 1.82%. The 1-year return is 3.66% and the 5-year return is 3.12%. VARCX dividend yield stands at 5.21%, paid annually.

VARCX 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 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.