AlphaCentric Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return--9.4813.803.919.12
    Category Average-1.628.577.48-1.0111.83
    Assets for Each Yr*0.060.311.622.503.45
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.12 10.10 --

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,449 mil $2,500 14.39 85.61
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.41 1.83 Above Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 179.09 1.92 Very High
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AlphaCentric Income Brian H. Loo 4.30
    AlphaCentric Premium Russell Kellites 3.00
    AlphaCentric Robotic Brian Gahsman 2.30
    AlphaCentric Small C Mike Ashton 1.30

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    AlphaCentric Small C Mike Ashton 1.30
    AlphaCentric Robotic Brian Gahsman 2.30
    AlphaCentric Premium Russell Kellites 3.00
    AlphaCentric Income Brian H. Loo 4.30