Morningstar

AlphaCentric Life Sciences and Healthcare Fund Class I LYFIX

Morningstar Medalist Rating
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Medalist Rating as of See AlphaCentric Investment Hub
  • NAV / 1-Day Return $17.69  /  −0.17 %
  • Fund Size $46.8M
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.400%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Health
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.58%
  • Turnover Ratio 107%
NAV and 1-Day Return as of

Morningstar’s Analysis LYFIX

Will LYFIX 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 LYFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AlphaCentric Life Sciences & Hlthcare I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LYFIX

More LYFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gilead Sciences Inc

5.53 3M
Healthcare

Vertex Pharmaceuticals Inc

5.32 2M
Healthcare

AstraZeneca PLC

4.63 2M
Healthcare

First American Treasury Obligs X

4.25 2M
Cash and Equivalents

Roivant Sciences Ltd Ordinary Shares

3.67 2M
Healthcare

argenx SE ADR

3.59 2M
Healthcare

Neurocrine Biosciences Inc

3.51 2M
Healthcare

Incyte Corp

3.51 2M
Healthcare

Axsome Therapeutics Inc

3.42 2M
Healthcare

Apogee Therapeutics Inc

3.28 2M
Healthcare

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