First Trust Merger Arbitrage FundVARBX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$1.6B
Expense ratio
1.84%
1-year return
+5.5%
3 years, a year
+5.1%
5 years, a year
+4.1%
Holdings
207
What it aims to do.
The First Trust Merger Arbitrage Fund (the Fund) seeks returns that are largely uncorrelated with the returns of the general stock market, and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Chart Industries Inc | 7.06% |
| Hologic Inc | 5.35% |
| Sealed Air Corp | 5.32% |
| Masimo Corp | 4.52% |
| Electronic Arts Inc | 4.39% |
| Tri Pointe Homes Inc | 3.98% |
| National Storage Affiliates Tr | 3.70% |
| Air Lease Corp | 3.36% |
| Clearwater Analytics Holdings | 2.69% |
| Terns Pharmaceuticals Inc | 2.57% |
More on VARBX.
- VARBX overview
- VARBX holdings
- VARBX risk
- VARBX costs
- VARBX money in and out
- VARBX share classes
- Compare VARBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.