The Merger Fund® OVERALL Morningstar Rating
Out of 110 market neutral funds based upon risk-adjusted returns.
As of 12/31/2014

The Merger Fund® offers investors access to an alternative investment strategy in a regulated, transparent mutual fund with daily liquidity.
The Merger Fund®, launched in 1989, was the first mutual fund devoted exclusively to merger arbitrage. As part of a diversified portfolio, The Merger Fund may serve to lower portfolio risk because returns generally have historically had a low correlation with equity and fixed income.
Merger arbitrage strategies have historically been positively correlated with interest rates, or the cost of capital; therefore if interest rates rise, the Fund may provide a hedge to the decreased value of bonds.

Daily Prices

Merger Arbitrage Funds

As of 3/27/2015:

Fund Name Ticker NAV Change YTD Return
The Merger Fund – Investor MERFX $15.83   $0.01 1.28%
The Merger Fund – Institutional MERIX $15.78   $0.00 1.28%

 

Multi-Event Funds

As of 3/27/2015:

Fund Name Ticker NAV Change YTD Return
WCM Alternatives: Event-Driven Fund WCEIX $10.32  $0.00 1.78%

The performance data quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original costs. Current performance may be lower or higher than the performance quoted. Click the link below for the Fund's most recent quarter- and month-end performance data.

While the fund is no-load, management and other expenses still apply.

View Standardized Performance

RECENT UPDATES

Celebrating the One-Year Anniversary of WCM Alternatives: Event-Driven Fund

2014 Capital Gains and Ordinary Income Distributions

Q4 2014 Quarterly Commentary detailing portfolio composition, attribution and performance is now available.

"Kiplinger's 25 Favorite No-Load Mutual Funds - Kiplinger's Personal Finance, September 10, 2014.