SYMAX Mutual Fund
SYMAX Mutual Fund
Alphacentric Symmetry Strategy Fund Class A
SYMAX Mutual Fund Overview
SYMAX Mutual Fund (Alphacentric Symmetry Strategy Fund Class A) is managed by AlphaCentric Funds with $522,926.86 in net assets. SYMAX expense ratio is 1.97%, holding 228 positions across sectors including Financials, Unknown, Other. Inception date: 2019-08-09.
SYMAX performance shows a YTD return of 5.24%. The 1-year return is 16.80% and the 5-year return is 12.96%.
SYMAX top holdings include First American Treasury Obligations Fund (14.6%), Invesco Exchange-Traded Fund Trust - Invesco S&P 500R Pure (5.0%), Ishres Russell 1000 Val ETF (4.9%), Treasury Bill Apr 30, 2026 (3.7%), B 4/14/26 Govt (3.7%). View all SYMAX holdings, sector breakdown, or dividend history.
SYMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SYMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.