Address And Details
|100 Summit Lake Dr , Valhalla, NY 10595|
|Fund Manager||Roy Behren|
|Manager Tenure||15 Years|
Strategy And Objective
The Merger Fund is an open-end fund incorporated in the USA. The Fund seeks capital growth by engaging in merger arbitrage. The Fund invests in the equity securities of companies which are involved in publicly announced mergers, takeovers, tender offers, spin-offs and other corporate reorganizations.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||850.94 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|INFO||IHS MARKIT LTD||5.56%|
|NUAN||NUANCE COMMUNICATIONS INC||4.70%|
|KSU||KANSAS CITY SOUTHERN||4.13%|
|SHRT||TOTAL*SHORT TERM INVESTMENTS||27.05%|
|ATH||ATHENE HOLDING LTD||2.41%|
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