ABOUT The Merger Fund
The Merger Fund VL
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Welcome to The Merger Fund® Website
The Merger Fund® was launched in 1989 and it was the first mutual fund devoted exclusively to merger arbitrage. In the 23 years since inception, the Fund's highly experienced managers have continually refined their investment approach and added new risk-management tools in pursuit of one principal goal: to provide attractive risk-adjusted returns in virtually all market environments while preserving investor capital and minimizing volatility-based risk. Please see the below table for the most recent performance update.
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 here for the Fund's most recent quarter- and month-end performance data.
1Q 2013 Portfolio Snapshot detailing portfolio composition, attribution and performance is now available. Click here.