| | | Morningstar Overall Rating: |  | | Total Assets: | 2.08B | | Category: | Long-Short | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 7.82% | | 5y Avg Return: | 4.35% | | Rank in Category (ytd): | 105 | | % Rank in Category (ytd): | 53.57% | | Beta (3y): | -2.33 | | Morningstar Risk Rating: | Below average |
|
| The investment seeks capital growth. The fund normally invests at least 80% of assets in the equity securities of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions. It is nondiversified. | | | Fund Profile |
|
Help
0.01 (0.06%) 
Summary
Add MERFX to Portfolio 
Download Data
