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Morningstar

AlphaCentric LifeSci Healthcare C LYFCX

Morningstar Medalist Rating
Medalist Rating as of | See AlphaCentric Investment Hub
  • NAV / 1-Day Return 11.84  /  +0.42 %
  • Total Assets 85.3 Mil
  • Adj. Expense Ratio
    2.400%
  • Expense Ratio 2.400%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Health
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 142%

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

Morningstar’s Analysis LYFCX

Will LYFCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LYFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LYFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LYFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in AlphaCentric LifeSci Healthcare C'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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LYFCX

More LYFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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