MERIX Mutual Fund (The Merger Fund Institutional Class) is managed by Virtus Investment Partners with $2.15B in net assets. MERIX expense ratio is 1.26%, holding 380 positions across sectors including Unknown, Communication Services, Financials. Inception date: 2013-08-01.

MERIX performance shows a YTD return of 1.65%. The 1-year return is 8.38% and the 5-year return is 4.11%. MERIX dividend yield stands at 7.83%, paid annually.

MERIX top holdings include Endeavor Group Holdings Inc (6.9%), Rocket Companies Inc (5.6%), Cyberark Software Ltd/Israel Common Stock (4.5%), Frontier Communications Parent Inc. (4.4%), Electronic Arts, Inc. (4.3%). View all MERIX holdings, sector breakdown, or dividend history.

MERIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MERIX alternatives are available via the screener, along with tax-loss harvesting opportunities.