About SYMAX
AlphaCentric Symmetry Strategy Fund Class A is a multi-strategy mutual fund designed to provide diversified exposure across various asset classes and investment strategies. The fund's primary function is to pursue risk-adjusted returns by blending multiple quantitative and technical trading approaches, often focusing on a combination of equities, government securities, and derivatives. With a portfolio comprising nearly 190 holdings, its largest positions include allocations to prominent exchange-traded funds, U.S. Treasury Bills, and cash equivalents, reflecting a balanced approach to both growth and risk management. The fund’s objective is benchmarked against the S&P 500 Total Return Index, with significant allocations to technology and government securities among its top holdings. Managed by Timothy Rudderow, a veteran in systematic trading, the fund is characterized by a relatively high turnover rate and an above-average expense ratio, underscoring its active management style. AlphaCentric Symmetry Strategy Fund Class A plays a distinctive role in the financial market as an alternative, multi-strategy vehicle, appealing to investors seeking diversification beyond traditional equity or fixed income instruments.
Fund Family AlphaCentric Funds
Category Multistrategy
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol SYMAX
Share Class Class A
Index ICE BofA US 3-Month T Bill TR IX
SYMAX had a total return of 21.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.97%.
