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    Arbitrage R (ARBFX)

    12.74 0.00(0.00%) Jun 28
    Prev Close:12.74
    YTD Return*:2.00%
    Net Assets*:1.87B
    Yield*:N/A

    * As of 31-May-16

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

    Headlines

    ยป More Headlines for ARBFX

    Top Holdings

    Symbol% AssetsYTD Return %
    PRE8.82N/A
    GMCR4.41N/A
    CAM3.33N/A
    SFG3.19N/A
    SLH2.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.87B
    Category:Market Neutral
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:2.00%
    5y Avg Return:1.65%
    Rank in Category (ytd):32
    % Rank in Category (ytd):18.6%
    Beta (3y):0.09
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to achieve capital growth by engaging in merger arbitrage. The fund will 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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