The Merger Fund - Class A
    SEC Filings

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    All SEC filings by The Merger Fund - Class A (MERFX) — annual and quarterly reports, current reports, registrations, proxies and ownership forms, updated in real time.

    Financials

    N-CSRSCertified semi-annual shareholder report (management investment company)Sep 3, 2026
    N-CENAnnual report (registered investment company)Mar 13, 2026
    N-CSRCertified annual shareholder report (management investment company)Mar 5, 2026
    N-CSRSCertified semi-annual shareholder report (management investment company)Sep 4, 2025
    N-CENAnnual report (registered investment company)Mar 17, 2025
    N-CSRCertified annual shareholder report (management investment company)Mar 7, 2025
    N-CSRSCertified semi-annual shareholder report (management investment company)Sep 5, 2024
    N-CENAnnual report (registered investment company)Mar 14, 2024
    N-CSRCertified annual shareholder report (management investment company)Mar 6, 2024
    N-CSRCertified annual shareholder report (management investment company)Mar 6, 2024

    Events

    No results found.

    Registrations and Prospectuses

    40-APP/AApplication for exemptive order (Investment Company Act)Dec 12, 2025
    40-APP/AApplication for exemptive order (Investment Company Act)Oct 2, 2025
    40-APP/AApplication for exemptive order (Investment Company Act)Jun 20, 2025
    40-APP/AApplication for exemptive order (Investment Company Act)Apr 11, 2025
    40-APPApplication for exemptive order (Investment Company Act)Aug 28, 2024

    Proxies

    N-PXAnnual report of proxy voting recordAug 27, 2026
    N-PXAnnual report of proxy voting recordAug 25, 2025
    N-PXAnnual report of proxy voting recordSep 3, 2024
    N-PXAnnual report of proxy voting recordAug 25, 2023
    N-PXAnnual report of proxy voting recordAug 30, 2022
    DEFA14AAdditional proxy soliciting materialsSep 1, 2021
    N-PXAnnual report of proxy voting recordAug 11, 2021
    DEFA14AAdditional proxy soliciting materialsJul 14, 2021
    DEFA14AAdditional proxy soliciting materialsJun 28, 2021
    DEF 14ADefinitive proxyMay 25, 2021

    Other

    CORRESPCorrespondence with SECMay 27, 2025
    CORRESPCorrespondence with SECSep 24, 2021
    CORRESPCorrespondence with SECMay 25, 2021
    CORRESPCorrespondence with SECApr 26, 2019
    CORRESPCorrespondence with SECNov 22, 2016
    CORRESPCorrespondence with SECFeb 12, 2014
    CORRESPCorrespondence with SECJan 25, 2011
    CORRESPCorrespondence with SECJan 18, 2011
    CORRESPCorrespondence with SECJan 13, 2011
    CORRESPCorrespondence with SECJan 27, 2010

    Ownership

    NPORT-PThe Merger Fund (jun 2026 Report)Aug 28, 2026
    NPORT-PThe Merger Fund (mar 2026 Report)May 29, 2026
    NPORT-PThe Merger Fund (dec 2025 Report)Feb 26, 2026
    NPORT-PThe Merger Fund (sep 2025 Report)Nov 26, 2025
    NPORT-PThe Merger Fund (jun 2025 Report)Aug 26, 2025
    NPORT-PThe Merger Fund (mar 2025 Report)May 27, 2025
    NPORT-PThe Merger Fund (dec 2024 Report)Feb 28, 2025
    NPORT-PThe Merger Fund (sep 2024 Report)Nov 22, 2024
    NPORT-P/AThe Merger Fund (dec 2023 Report)Sep 3, 2024
    NPORT-PThe Merger Fund (jun 2024 Report)Aug 26, 2024