Enterprise Mergers And Fund Quote

EMACX Fund  USD 13.02  0.06  0.46%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Enterprise Mergers is trading at 13.02 as of the 22nd of March 2025; that is 0.46 percent decrease since the beginning of the trading day. The fund's open price was 13.08. Enterprise Mergers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The advisor intends to invest primarily in equity securities of companies believed to be likely acquisition targets within twelve to eighteen months. The fund also may engage in arbitrage transactions by investing in the equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, and other corporate reorganizations. More on Enterprise Mergers And

Moving together with Enterprise Mutual Fund

  0.69SRIGX Gabelli Esg FundPairCorr
  0.74GCIEX Gabelli EquityPairCorr
  0.62GCIGX Gamco InternationalPairCorr
  1.0EMAAX Enterprise Mergers AndPairCorr

Enterprise Mutual Fund Highlights

Fund ConcentrationGabelli Funds, Large Funds, Event Driven Funds, Event Driven, Gabelli (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Enterprise Mergers And [EMACX] is traded in USA and was established 22nd of March 2025. Enterprise Mergers is listed under Gabelli category by Fama And French industry classification. The fund is listed under Event Driven category and is part of Gabelli family. This fund currently has accumulated 60.26 M in assets under management (AUM) with no minimum investment requirementsEnterprise Mergers And is currently producing year-to-date (YTD) return of 1.34%, while the total return for the last 3 years was 2.31%.
Check Enterprise Mergers 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 Enterprise 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 Enterprise 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 Enterprise Mergers And 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.

Top Enterprise Mergers And Mutual Fund Constituents

BGCBGC GroupStockFinancials
DNBDun Bradstreet HoldingsStockIndustrials
MYEMyers IndustriesStockMaterials
TNETTriNet GroupStockIndustrials
FOXFox Corp ClassStockCommunication Services
ROGRogersStockInformation Technology
VALValarisStockEnergy
TMUST MobileStockCommunication Services
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Enterprise Mergers And Risk Profiles

Enterprise Mergers Against Markets

Other Information on Investing in Enterprise Mutual Fund

Enterprise Mergers financial ratios help investors to determine whether Enterprise 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 Enterprise with respect to the benefits of owning Enterprise Mergers security.
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