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MERIX
Mutual Fund ticker: NASDAQ
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MERIX price forecast, quote, news & analysis

The investment seeks capital growth by engaging in merger arbitrage... Show more

Category: #Trading
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Notable companies

The most notable companies in this group are Norfolk Southern Corp (NYSE:NSC), Electronic Arts (NASDAQ:EA).

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 I MF is 29.96B. The market cap for tickers in the group ranges from 5.25B to 78.77B. NSC holds the highest valuation in this group at 78.77B. The lowest valued company is UNF at 5.25B.

Volume

The average weekly volume growth across all stocks in the The Merger Fund I MF was 288%. For the same stocks of the MF, the average monthly volume growth was 280% and the average quarterly volume growth was 261%

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: 26
Price Growth Rating: 48
SMR Rating: 58
Profit Risk Rating: 66
Seasonality Score: -8 (-100 ... +100)
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General Information

Category Trading

Profile
Details
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Event Driven
Address
Merger Fund100 Summit Lake DriveValhalla
Phone
(800) 343-8959
Web
www.mergerfund.com
MERIX price forecast, quote, news & analysis