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AlphaCentric LifeSci Healthcare A LYFAX

Medalist Rating as of | See AlphaCentric Investment Hub
  • NAV / 1-Day Return 12.32  /  −1.12 %
  • Total Assets 91.3 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Health
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 142%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LYFAX

Will LYFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in AlphaCentric LifeSci Healthcare A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings LYFAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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