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15.95

FUND

^0.02

0.13%

Last 1 Month(s)

15.9

15.98

Advice

Diversification Suggestion

Use Merger to enhance returns of your portfolios. The fund experiences normal upward fluctuation

Analyze Merger Trend or Check current 30 days Merger correlation with market (S&P 500)

1 Month Beta

0.11

Highest Price:

Lowest Price:

15.98

15.9

May 20 2013

June 05 2013

As returns on market increase, Merger returns are expected to increase less than the market. However during bear market, the loss on holding Merger will be expected to be smaller as well.

MERFX

NASDAQ

Merger

Market Neutral

Benchmark S&P 500

Contact Number: 800. 343. 8959

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	4.39 B
Last Dividend Paid	0.26

Russel		1.23 %
SP 500		0.78 %
NYSE		0.66 %
MERFX		0.13 %

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Merger Leadership

Michael Shannon Fund Manager since January 23, 2007, CFA

Roy Behren Fund Manager since January 23, 2007

Merger Price and Market Media

The median price of Merger for the period between Sun, May 19, 2013 and Tue, Jun 18, 2013 is 15.95 with a coefficient of variation of 0.17. The daily time series for the period is distributed with a sample standard deviation of 0.03, arithmetic mean of 15.94, and mean deviation of 0.02. The Fund did not receive any noticable media coverage during the period.

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Merger Summary

Merger [MERFX] is traded in USA and was established in January 30, 1989. The fund is listed under Market Neutral category and is part of Merger family. This fund now has accumulated 4.39 B in assets with minimum initial investment of 2 K. Merger is currently producing year-to-date (YTD) return of -0.44% with the current yeild of 1.64%, while the total return for the last 3 years was 4.44%.

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Fund Instrument Allocation for Merger

The fund invests 48.02% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.64%), cash(49.12%) and various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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Merger vs. GMO Alpha

Correlation analysis and fundamentals comparison between Merger and GMO Alpha Only IV

Correlation

Fundamentals

Merger Asset Under Management

Merger is regarded second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Market Neutral category is currently estimated at about 34.36 Billion. Merger retains roughly 4.39 Billion in net asset claiming about 13% of funds under Market Neutral category.

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