Alphacentric Symmetry Strategy Fund Quote
| SYMIX Fund | USD 11.95 0.01 0.08% |
PerformanceVery Weak
| Odds Of DistressLow
|
Alphacentric Symmetry is trading at 11.95 as of the 25th of March 2025; that is 0.08 percent decrease since the beginning of the trading day. The fund's open price was 11.96. Alphacentric Symmetry 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 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The funds investment sub-advisor, Mount Lucas Management LP , seeks to achieve its investment objective by employing two complementary strategies Traditional Component Strategy and Alternative Component Strategy. The Sub-Advisor invests without restriction as to capitalization, country, credit quality, and debt maturity. More on Alphacentric Symmetry Strategy
Moving against Alphacentric Mutual Fund
Alphacentric Mutual Fund Highlights
| Fund Concentration | AlphaCentric Funds, Large Funds, Multistrategy Funds, Multistrategy, AlphaCentric Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Alphacentric Symmetry Strategy [SYMIX] is traded in USA and was established 25th of March 2025. Alphacentric Symmetry is listed under AlphaCentric Funds category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of AlphaCentric Funds family. This fund at this time has accumulated 30.85 M in assets with no minimum investment requirementsAlphacentric Symmetry is currently producing year-to-date (YTD) return of 0.24%, while the total return for the last 3 years was 1.4%.
Check Alphacentric Symmetry 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 Symmetry Strategy 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 Symmetry Strategy Mutual Fund Constituents
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| XRX | Xerox Corp | Stock | Information Technology | |
| WHR | Whirlpool | Stock | Consumer Discretionary | |
| WDC | Western Digital | Stock | Information Technology | |
| SYF | Synchrony Financial | Stock | Financials | |
| STX | Seagate Technology PLC | Stock | Information Technology | |
| SHY | iShares 1 3 Year | Etf | Short Government | |
| REM | iShares Mortgage Real | Etf | Real Estate |
Alphacentric Symmetry Risk Profiles
| Mean Deviation | 0.3889 | |||
| Standard Deviation | 0.5192 | |||
| Variance | 0.2696 | |||
| Risk Adjusted Performance | (0.12) |
Alphacentric Symmetry Against Markets
Other Information on Investing in Alphacentric Mutual Fund
Alphacentric Symmetry 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 Symmetry security.
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| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
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