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    Arbitrage R (ARBFX)

    12.74 Up 0.04(0.31%) Aug 27
    Prev Close:12.74
    YTD Return*:0.24%
    Net Assets*:2.06B
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    ยป More Headlines for ARBFX

    Top Holdings

    Symbol% AssetsYTD Return %
    DTV9.17N/A
    WRK8.70N/A
    MWV8.65N/A
    T6.63N/A
    HSP6.40N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.06B
    Category:Market Neutral
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:0.24%
    5y Avg Return:1.67%
    Rank in Category (ytd):43
    % Rank in Category (ytd):24.86%
    Beta (3y):0.06
    Morningstar Risk Rating:3

    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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