VARBX Mutual Fund
VARBX Mutual Fund
First Trust Merger Arbitrage Fund Class I

VARBX Mutual Fund Overview
VARBX Mutual Fund (First Trust Merger Arbitrage Fund Class I) is managed by First Trust Capital Management L.P with $1.57B in net assets. VARBX expense ratio is 1.75%, holding 180 positions across sectors including Unknown, Financials, Health Care. Inception date: 2015-10-01.
VARBX performance shows a YTD return of 2.37%. The 1-year return is 4.41% and the 5-year return is 4.15%. VARBX dividend yield stands at 5.92%, paid annually.
VARBX top holdings include Cadence Bancorp Common Stock (4.9%), Cyberark Software Ltd/Israel Common Stock (4.0%), Umb Money Market Ii Special (3.8%), Comerica Inc. (3.6%), Ceridian Hcm Holding Inc (3.6%). View all VARBX holdings, sector breakdown, or dividend history.
VARBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VARBX alternatives are available via the screener, along with tax-loss harvesting opportunities.