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MERFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$17.56
Change
-$0.01 (-0.06%)
Net Assets
2.35B

MERFX The Merger Fund A Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pioneer Natural Resource Co (null:PXD), Hess Corp (NYSE:HES), Splunk (NASDAQ:SPLK), Capri Holdings Limited (NYSE:CPRI).

Industry description

The investment seeks capital growth by engaging in merger arbitrage. Under normal market conditions, the fund invests at least 80% of its total assets principally in the common stock, preferred stock and, occasionally, warrants 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.

Market Cap

The average market capitalization across the The Merger Fund A MF is 16.97B. The market cap for tickers in the group ranges from 3.02B to 61.67B. PXD holds the highest valuation in this group at 61.67B. The lowest valued company is AMED at 3.02B.

Volume

The average weekly volume growth across all stocks in the The Merger Fund A MF was -15%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 146%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 64
Price Growth Rating: 59
SMR Rating: 72
Profit Risk Rating: 64
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Event Driven
Address
Merger Fund100 Summit Lake DriveValhalla
Phone
(800) 343-8959
Web
www.mergerfund.com
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MERFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MERFX has been closely correlated with MERIX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if MERFX jumps, then MERIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MERFX
1D Price
Change %
MERFX100%
N/A
MERIX - MERFX
98%
Closely correlated
N/A
WCEIX - MERFX
87%
Closely correlated
N/A
WCERX - MERFX
86%
Closely correlated
N/A
AEDNX - MERFX
76%
Closely correlated
-0.17%
AEDFX - MERFX
75%
Closely correlated
-0.17%
More