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 Funds List

Share Class Type

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
AlphaCentric LifeSci Healthcare ALYFAXHealth5.77%781.660%HighFront Load$2,500
AlphaCentric LifeSci Healthcare CLYFCXHealth5.16%802.410%HighLevel Load$2,500
AlphaCentric LifeSci Healthcare ILYFIXHealth5.88%761.410%HighInstitutional$2,500
AlphaCentric Premium Opportunity AHMXAXOptions Trading5.97%872.270%HighFront Load$2,500
AlphaCentric Premium Opportunity IHMXIXOptions Trading6.15%862.020%HighInstitutional$2,500
AlphaCentric Strategic Income ASIIAXTactical Allocation10.25%401.760%AverageFront Load$2,500
AlphaCentric Strategic Income CSIICXTactical Allocation9.68%482.510%AverageLevel Load$2,500
AlphaCentric Strategic Income ISIIIXTactical Allocation10.47%391.510%Above AverageInstitutional$2,500
AlphaCentric Symmetry Strategy ASYMAXMultistrategy8.70%191.960%Above AverageFront Load$2,500
AlphaCentric Symmetry Strategy CSYMCXMultistrategy8.07%242.710%Above AverageLevel Load$2,500
AlphaCentric Symmetry Strategy ISYMIXMultistrategy8.92%171.710%Above AverageInstitutional$2,500
AlphaCentric Premium Opportunity CHMXCXOptions Trading5.35%903.020%HighLevel Load$2,500
AlphaCentric Robotics and Automation AGNXAXGlobal Small/Mid Stock−1.03%801.650%HighFront Load$2,500
AlphaCentric Robotics and Automation CGNXCXGlobal Small/Mid Stock−1.53%802.400%HighLevel Load$2,500
AlphaCentric Robotics and Automation IGNXIXGlobal Small/Mid Stock−0.67%781.400%HighInstitutional$2,500
AlphaCentric Income Opportunities AIOFAXMultisector Bond—1.48%991.740%HighFront Load$2,500
AlphaCentric Income Opportunities CIOFCXMultisector Bond—0.98%1002.490%HighLevel Load$2,500
AlphaCentric Income Opportunities IIOFIXMultisector Bond—1.78%991.490%HighInstitutional$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

  • 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.

  • Category

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

  • 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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