Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
AlphaCentric Mutual Funds
View all of AlphaCentric’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
AlphaCentric Funds List
Share Class Type
1 to 18 of 18 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| AlphaCentric Premium Opportunity I | HMXIX | Options Trading | 5.15% | 63 | 2.070% | High | Institutional | $2,500 | ||
| AlphaCentric LifeSci Healthcare A | LYFAX | Health | −3.98% | 93 | 1.650% | High | Front Load | $2,500 | ||
| AlphaCentric LifeSci Healthcare C | LYFCX | Health | −4.21% | 94 | 2.400% | High | Level Load | $2,500 | ||
| AlphaCentric LifeSci Healthcare I | LYFIX | Health | −2.86% | 93 | 1.400% | High | Institutional | $2,500 | ||
| AlphaCentric Premium Opportunity A | HMXAX | Options Trading | 5.16% | 63 | 2.320% | High | Front Load | $2,500 | ||
| AlphaCentric Premium Opportunity C | HMXCX | Options Trading | 4.78% | 66 | 3.070% | High | Level Load | $2,500 | ||
| AlphaCentric Symmetry Strategy A | SYMAX | Multistrategy | 3.83% | 63 | 1.930% | Average | Front Load | $2,500 | ||
| AlphaCentric Symmetry Strategy C | SYMCX | Multistrategy | 3.55% | 63 | 2.680% | Above Average | Level Load | $2,500 | ||
| AlphaCentric Symmetry Strategy I | SYMIX | Multistrategy | 3.94% | 55 | 1.680% | Above Average | Institutional | $2,500 | ||
| AlphaCentric Robotics and Automation A | GNXAX | Global Small/Mid Stock | 4.19% | 44 | 1.650% | High | Front Load | $2,500 | ||
| AlphaCentric Robotics and Automation C | GNXCX | Global Small/Mid Stock | 3.97% | 48 | 2.400% | High | Level Load | $2,500 | ||
| AlphaCentric Robotics and Automation I | GNXIX | Global Small/Mid Stock | 4.45% | 32 | 1.400% | High | Institutional | $2,500 | ||
| AlphaCentric Income Opportunities A | IOFAX | Multisector Bond | — | −2.75% | 99 | 1.740% | High | Front Load | $2,500 | |
| AlphaCentric Income Opportunities C | IOFCX | Multisector Bond | — | −3.12% | 100 | 2.490% | High | Level Load | $2,500 | |
| AlphaCentric Income Opportunities I | IOFIX | Multisector Bond | — | −2.67% | 99 | 1.490% | High | Institutional | $2,500 | |
| AlphaCentric Strategic Income A | SIIAX | Real Estate | — | 3.37% | 2 | 1.750% | High | Front Load | $2,500 | |
| AlphaCentric Strategic Income C | SIICX | Real Estate | — | 3.08% | 4 | 2.500% | High | Level Load | $2,500 | |
| AlphaCentric Strategic Income I | SIIIX | Real Estate | — | 3.38% | 2 | 1.500% | High | Institutional | $2,500 |
AlphaCentric Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank