The Arbitrage is trading at 14.24 as of the 25th of October 2025; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 14.22. The Arbitrage has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 27th of July 2025 and ending today, the 25th of October 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of companies 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. More on The Arbitrage Fund
The Arbitrage Fund [ARBNX] is traded in USA and was established 25th of October 2025. The Arbitrage is listed under Arbitrage Fund category by Fama And French industry classification. The fund is listed under Event Driven category and is part of Arbitrage Fund family. The entity is thematically classified as Hybrid Mix Funds. This fund presently has accumulated 1.12 B in assets under management (AUM) with minimum initial investment of 100 K. The Arbitrage is currently producing year-to-date (YTD) return of 4.99% with the current yeild of 0.01%, while the total return for the last 3 years was 5.03%.
Check The Arbitrage Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Arbitrage Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The Arbitrage financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Arbitrage security.