AlphaCentric Life Sciences and Healthcare Fund Class I LYFIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.59  /  −0.21%
  • Fund Size$47.8M
  • Adjusted Expense Ratio1.410%
  • Net Expense Ratio1.400%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryHealth
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield1.54%
  • Turnover Ratio107%

Morningstar’s Analysis LYFIX

Will LYFIX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AlphaCentric Life Sciences & Hlthcare I 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.

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Portfolio Holdings LYFIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gilead Sciences Inc

5.533M
Healthcare

Vertex Pharmaceuticals Inc

5.322M
Healthcare

AstraZeneca PLC

4.632M
Healthcare

First American Treasury Obligs X

4.252M
Cash and Equivalents

Roivant Sciences Ltd Ordinary Shares

3.672M
Healthcare

argenx SE ADR

3.592M
Healthcare

Neurocrine Biosciences Inc

3.512M
Healthcare

Incyte Corp

3.512M
Healthcare

Axsome Therapeutics Inc

3.422M
Healthcare

Apogee Therapeutics Inc

3.282M
Healthcare

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