Merger Fund

Kip 25

Merger Fund

Symbol: MERFX
Expense Ratio: 1.74%

Merger Fund is a specialized fund and a member of the Kiplinger 25, the annual list of our favorite no-load funds. Don’t expect outsize returns from this fund, which invests in takeover targets after a buyout is disclosed. It offers super-low volatility and steady returns over time. Higher interest rates should boost returns

See FUND TABLES: Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

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Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work.

And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.