MERFX Mutual Fund
NAV$17.49
AUM$390M
TER1.55%
Holdings380
MERFX Mutual Fund
NAV$17.49
The Merger Fund Class A
AUM$390M
TER1.55%
Holdings380
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MERFX Mutual Fund Sector Allocation
MERFX sector allocation breaks down across Unknown (41.8%), Communication Services (18.6%), Financials (10.9%), Industrials (7.9%), Health Care (5.8%). Across 380 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
MERFX sector exposure is important for understanding concentration risk. With Unknown at 41.8%, the fund has significant sector concentration.
MERFX geographic allocation shows country exposure. MERFX overlap calculator reveals how sector exposure compares with other funds.