Morningstar

AlphaCentric Robotics and Automation Fund Class C GNXCX

Morningstar Medalist Rating
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Medalist Rating as of See AlphaCentric Investment Hub
  • NAV / 1-Day Return $11.68  /  +0.60 %
  • Fund Size $18.2M
  • Adjusted Expense Ratio 2.400%
  • Net Expense Ratio 2.400%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 114%
NAV and 1-Day Return as of

Morningstar’s Analysis GNXCX

Will GNXCX outperform in the 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 GNXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GNXCX 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 GNXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AlphaCentric Robotics and Automation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GNXCX

More GNXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aeva Technologies Inc Ordinary Shares

5.39 1M
Technology

Fanuc Corp

4.25 1M
Industrials

Unusual Machines Inc

4.19 1M
Technology

Stereotaxis Inc

3.87 1M
Healthcare

Rockwell Automation Inc

3.72 990,160
Industrials

YASKAWA Electric Corp

3.65 972,467
Industrials

Xometry Inc Ordinary Shares - Class A

3.62 965,200
Industrials

Doosan Robotics Inc

3.29 875,690
Industrials

Tempus AI Inc Class A common stock

3.26 868,950
Healthcare

Redwire Corp

2.98 794,950
Industrials

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