Morningstar

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 Mutual Funds List

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
AlphaCentric Symmetry Strategy Fund Class ASYMAXMultistrategy
15.33%71.980%HighFront Load$2,500
AlphaCentric Symmetry Strategy Fund Class ISYMIXMultistrategy
15.63%71.730%Above AverageInstitutional$2,500
AlphaCentric Symmetry Strategy Fund Class CSYMCXMultistrategy
14.73%102.730%HighLevel Load$2,500
AlphaCentric Life Sciences and Healthcare Fund Class ILYFIXHealth
10.63%461.410%HighInstitutional$2,500
AlphaCentric Life Sciences and Healthcare Fund Class ALYFAXHealth
10.44%461.660%HighFront Load$2,500
AlphaCentric Life Sciences and Healthcare Fund Class CLYFCXHealth
9.81%492.410%HighLevel Load$2,500
AlphaCentric Premium Opportunity Fund Class IHMXIXEquity Hedged—10.04%302.070%HighInstitutional$2,500
AlphaCentric Premium Opportunity Fund Class AHMXAXEquity Hedged—9.83%312.320%HighFront Load$2,500
AlphaCentric Premium Opportunity Fund Class CHMXCXEquity Hedged—9.20%423.070%HighLevel Load$2,500
AlphaCentric Real Income Fund Class ASIIAXConservative Allocation—−1.40%901.760%HighFront Load$2,500
AlphaCentric Real Income Fund Class ISIIIXConservative Allocation—−1.27%881.510%HighInstitutional$2,500
AlphaCentric Real Income Fund Class CSIICXConservative Allocation—−2.02%932.510%HighLevel Load$2,500
AlphaCentric Income Opportunities Fund Class IIOFIXSecuritized Bond - Focused—−2.45%981.490%HighInstitutional$2,500
AlphaCentric Robotics and Automation Fund Class IGNXIXTechnology—−16.64%991.400%HighInstitutional$2,500
AlphaCentric Income Opportunities Fund Class AIOFAXSecuritized Bond - Focused—−2.63%991.740%LowFront Load$2,500
AlphaCentric Robotics and Automation Fund Class AGNXAXTechnology—−16.76%991.650%HighFront Load$2,500
AlphaCentric Robotics and Automation Fund Class CGNXCXTechnology—−17.24%1002.400%HighLevel Load$2,500
AlphaCentric Income Opportunities Fund Class CIOFCXSecuritized Bond - Focused—−3.33%1002.490%LowLevel Load$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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