KIP 25


Merger Fund

Symbol: MERFX
Expense Ratio: 1.74%
800-343-8959

Merger Fund is a specialized fund and a member of the Kiplinger 25. What this fund doesn’t offer in high-octane returns it makes up for in stability. Managers Roy Behren and Mike Shannon post modest but steady returns by buying shares of takeover targets after a buyout or merger is announced..

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

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.


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