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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1026 | 1028 | 1061 | 1095 | 1209 | 1428 |
| Fund Return | 2.64% | 2.81% | 6.08% | 3.06% | 3.86% | 3.62% |
| Place in category | 1 | 4 | 18 | 30 | 21 | 8 |
| % in Category | 1 | 10 | 40 | 67 | 52 | 33 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Merger Institutional | 2.05B | 7.51 | 5.18 | 4.13 | ||
| Merger Investor | 405.18M | 7.29 | 4.91 | 3.82 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage I | 7.34B | 5.50 | 5.13 | 4.08 | ||
| BlackRock Event Driven Equity Instl | 4.61B | 6.81 | 4.82 | 4.67 | ||
| Merger Institutional | 2.05B | 7.51 | 5.18 | 4.13 | ||
| Arbitrage I | 697.67M | 6.25 | 4.95 | 3.46 | ||
| Merger Investor | 405.18M | 7.29 | 4.91 | 3.82 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Endeavor Group Holdings Inc Class A | US29260Y1091 | 12.35 | - | - | |
| Encavis Finance B.V. 1.875% | DE000A3MQE86 | 8.57 | - | - | |
| Calumet Specialty Products Partners LP / Calumet Finance Corp 11% | - | 8.51 | - | - | |
| Mauser Packaging Solutions Holding Co. 9.25% | - | 5.85 | - | - | |
| Illuminate Buyer Llc / Illuminate Holdings IV Inc 9% | - | 4.85 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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