AlphaCentric Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return-----7.666.2212.63
    Category Average--2.74-4.737.746.80
    Assets for Each Yr*--0.050.120.341.22
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.63 5.61 --

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,223 mil $2,500 23.56 76.44
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- 170.02 1.78 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    TransEnterix Inc* Healthcare 183.85 0.00
    Allied Motion Technologies Inc* Technology 24.43 0.00
    Intuitive Surgical Inc* Healthcare 67.64 0.00
    Corindus Vascular Robotics Inc* Healthcare 78.98 0.00
    Rockwell Automation Inc* Industrials 39.32 0.00
    PTC Inc* Technology 31.06 0.00
    Organovo Holdings Inc* Healthcare -56.34 0.00
    John Bean Technologies Corp* Industrials 20.48 0.00
    Autodesk Inc* Technology 60.17 0.00
    Amazon.com Inc* Consumer Cyclical 32.96 0.00

    Best 5-Year Relative Performance | More
    10-18-17

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    10-18-17

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    10-18-17

    Highest Expenses | More
    10-18-17

    Longest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    AlphaCentric Asset R Gordon Nelson 3.20
    AlphaCentric Bond Ro Gordon Nelson 2.40
    AlphaCentric Income Brian H. Loo 2.40
    AlphaCentric Hedged Russell Kellites 1.10
    AlphaCentric Global Brian Gahsman 0.40

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    AlphaCentric Global Brian Gahsman 0.40
    AlphaCentric Hedged Russell Kellites 1.10
    AlphaCentric Bond Ro Gordon Nelson 2.40
    AlphaCentric Income Brian H. Loo 2.40
    AlphaCentric Asset R Gordon Nelson 3.20