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    Arbitrage C (ARBCX)

    12.62 Up 0.01(0.08%) Apr 20
    Prev Close:12.61
    YTD Return*:0.88%
    Net Assets*:2.06B
    Yield*:N/A

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ARBCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AGN8.3213.02
    DTV8.03-1.05
    FDO6.960.08
    CFN6.590.96
    TRW5.902.07

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.06B
    Category:Market Neutral
    Annual Report Expense Ratio (net):2.20%

    Performance & Risk

    YTD Return:0.88%
    5y Avg Return:0.80%
    Rank in Category (ytd):33
    % Rank in Category (ytd):17.74%
    Beta (3y):-0.06
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to achieve capital growth by engaging in merger arbitrage. The fund plans to invest at least 80% of its net assets in equity securities of companies (both U.S. and foreign) that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Equity securities include common and preferred stock. Merger arbitrage is a highly specialized investment approach designed to profit from the successful completion of mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. View More
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