| 14.43 Net Asset Value | +0.56% 1 Day | +24.50% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.38% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +8.63% | 3 years | -- | |
| 3 months | +12.99% | 5 years | -- | |
| 1 year | +42.82% | Since inception | +23.07% |
| MUSFX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +4.80% |
| Expense ratio | 1.38% | 1.17% |
| Risk 5 year sharpe ratio | -- | 0.30 |
| Net assets | $2.9M | $2.7B |
| Average market cap | $54.9B | $57.0B |
| Average P/E | 15.0 | 16.4 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Merk Funds |
| Fund manager & tenure | Axel Merk / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| SPY SPDR S&P 500 | 95.74% |
| -- S&P500 Emini Fut Mar13 | 0.02% |
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