MERVX Mutual Fund (The Merger Fund) is managed by Virtus Investment Partners with $23.8M in net assets. MERVX expense ratio is 1.43%, holding 380 positions across sectors including Unknown, Communication Services, Financials. Inception date: 2004-05-26.

MERVX performance shows a YTD return of 1.59%. The 1-year return is 12.61% and the 5-year return is 4.84%. MERVX dividend yield stands at 15.44%, paid annually.

MERVX 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 MERVX holdings, sector breakdown, or dividend history.

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