Alphacentric Hedged Market Fund Quote
| HMXIX Fund | USD 27.48 0.09 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Alphacentric Hedged is trading at 27.48 as of the 23rd of March 2025; that is 0.33 percent decrease since the beginning of the trading day. The fund's open price was 27.57. Alphacentric Hedged has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in long and short futures and call and put options on futures on the SP 500 Index futures contracts on the Cboe Volatility Index and cash and cash equivalents. More on Alphacentric Hedged Market
Moving together with Alphacentric Mutual Fund
Alphacentric Mutual Fund Highlights
| Fund Concentration | AlphaCentric Funds, Large Funds, Options Trading Funds, Options Trading, AlphaCentric Funds, Large, Options Trading (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Alphacentric Hedged Market [HMXIX] is traded in USA and was established 23rd of March 2025. Alphacentric Hedged is listed under AlphaCentric Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of AlphaCentric Funds family. This fund currently has accumulated 89.9 M in assets under management (AUM) with no minimum investment requirementsAlphacentric Hedged is currently producing year-to-date (YTD) return of 0.28% with the current yeild of 0.0%, while the total return for the last 3 years was 3.31%.
Check Alphacentric Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alphacentric Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alphacentric Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alphacentric Hedged Market Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alphacentric Hedged Market Mutual Fund Constituents
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IOFIX | Alphacentric Income Opportunities | Mutual Fund | Multisector Bond | |
| UVXY | ProShares Ultra VIX | Etf | Trading--Miscellaneous | |
| SVXY | ProShares Short VIX | Etf | Trading--Miscellaneous |
Alphacentric Hedged Top Holders
| QALAX | Quantified Alternative Investment | Mutual Fund | Macro Trading | |
| QALTX | Quantified Alternative Investment | Mutual Fund | Macro Trading |
Alphacentric Hedged Risk Profiles
| Mean Deviation | 0.653 | |||
| Standard Deviation | 0.816 | |||
| Variance | 0.6658 | |||
| Risk Adjusted Performance | (0.1) |
Alphacentric Hedged Against Markets
Other Information on Investing in Alphacentric Mutual Fund
Alphacentric Hedged financial ratios help investors to determine whether Alphacentric Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alphacentric with respect to the benefits of owning Alphacentric Hedged security.
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| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |