SYMCX – AlphaCentric Symmetry Strategy C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund's investment sub-advisor, Mount Lucas Management LP (the "Sub-Advisor"), seeks to achieve its investment objective by employing two complementary strategies: Traditional Component Strategy and Alternative Component Strategy. The Sub-Advisor invests without restriction as to capitalization, country, credit quality, and debt maturity. The fund may invest in below investment grade debt instruments (commonly known as junk bonds) including securities that are in default. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SYMIX	AlphaCentric Symmetry Strategy Fund Class I	Institutional	Open		—	Aug 8, 2019	$64.37M	1.730%	Above Average	$2,500	$10.89M
SYMAX	AlphaCentric Symmetry Strategy Fund Class A	Front Load	Open		—	Aug 9, 2019	$812,804.00	1.980%	High	$2,500	$652,784.69
SYMCX	AlphaCentric Symmetry Strategy Fund Class C	Level Load	Open		—	Aug 9, 2019	$835,542.00	2.730%	High	$2,500	$270,037.69

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