About SYMIX
AlphaCentric Symmetry Strategy Fund Class I is a multistrategy mutual fund designed to pursue both capital preservation and appreciation by allocating investments across a diverse array of asset classes. Managed by Timothy Rudderow and launched in 2014, the fund primarily invests in U.S. companies but maintains significant flexibility, with substantial allocations to stocks, bonds, cash equivalents, and alternative strategies. Its portfolio typically features a blend of equities, government securities such as U.S. Treasury bills, and select exchange-traded funds, alongside cash positions to manage risk and provide liquidity.
The fund’s investment strategy can include the use of derivatives and forward-settling securities, which may introduce leverage and seek to enhance returns or manage volatility. Notably, it exhibits a relatively high portfolio turnover and an above-average expense ratio compared to its peers. With a moderate exposure to carbon risk, it aligns with medium sustainability standards in its category. As an institutional share class, AlphaCentric Symmetry Strategy Fund Class I caters to investors seeking diversified exposure with a flexible, actively managed approach within the alternative and multi-asset segments of the market.
Fund Family AlphaCentric Funds
Category Multistrategy
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol SYMIX
Share Class Class I
Index ICE BofA US 3-Month T Bill TR IX
SYMIX had a total return of 22.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.59%.
