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AlphaCentric

AlphaCentric Parent Rating

Low

AlphaCentric lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating.

AlphaCentric open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. With an average asset-weighted tenure of seven years among the longest-tenured managers at AlphaCentric, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. AlphaCentric has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

AlphaCentric Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

644.69 Mil

Investment Flows (TTM)

−271.61 Mil

Asset Growth Rate (TTM)

−29.48%

# of Share Classes

18
Morningstar Rating # of Share Classes
0
4
5
3
3
Not Rated 3

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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