The Merger Fund
Historical Performance
Objective And Strategy
ObjectiveCapital growth by engaging in merger arbitrage.
StrategyUnder normal market conditions, the Fund will invest at least 80% of its assets principally in the equity securities of companies which are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. Merger arbitrage is a highly specialized investment approach generally designed to profit from the successful completion of such transactions. Westchester Capital Management, Inc. (the "Adviser") believes that the Fund's investment results should be less volatile than the returns typically associated with conventional equity investing.
Principle Risks
N/A
-
Event Driven05/2004
-
Documents
-
Fund Family Prospectus Document
Updated 05-01-2021
-
Fund Family Prospectus Document
Updated 05-01-2021
-
Fund Family Prospectus Document
Updated 05-01-2021
-
Fund Semi-Annual Report
Updated 06-30-2021
-
Fund Prospectus
Updated 05-01-2021
-
Fund SAI
Updated 05-01-2021
-
Fund Family Prospectus Document