About SYMCX
AlphaCentric Symmetry Strategy Fund Class C is a multi-strategy mutual fund designed to pursue capital appreciation through a diversified blend of traditional and alternative investment approaches. The fund primarily invests in securities from the United States, Europe, and Japan, employing a quantitative process to guide portfolio selection. Its portfolio spans multiple asset classes, including equities, fixed income, and cash equivalents, with notable exposure to U.S. Treasury obligations and value-focused equity ETFs. By integrating both a traditional component strategy and an alternative component strategy, the fund seeks to provide balanced market participation and risk management across varying market environments. With over 200 holdings and a significant allocation to its top ten investments, the fund is geared toward investors interested in diversified, actively managed strategies within the multi-strategy category. Its above-average Morningstar Sustainability Rating further highlights the fund’s consideration of environmental, social, and governance (ESG) factors in its investment process, emphasizing its role as a flexible, risk-aware solution within the modern mutual fund landscape.
Fund Family AlphaCentric Funds
Category Multistrategy
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol SYMCX
Share Class Class C
Index ICE BofA US 3-Month T Bill TR IX
SYMCX had a total return of 21.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.57%.
