SIIIX Mutual Fund

SIIIX Mutual Fund

NAV$16.24
See how much of SIIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Dec 31, 2025

Net Assets
$33M
Expense Ratio
1.51%
Dividend Yield (Current)
6.62%
Holdings
70
Inception Date
May 28, 2021
Fund Family
AlphaCentric Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+3.24%
1 Year+7.02%
3 Year+7.00%
5 Year+4.44%

Asset Allocation

Stocks: 28.76%
Bonds: 50.48%
Cash: 18.61%
Other: 2.15%
See how much of SIIIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
FXFXXFirst Am Treas Obli-X18.49%
EEFTEuronet Worldwide, Inc.4.95%
BALY L 10/02/28 1Bally'S Corp4.71%
PINEAlpine Income Property Trust Inc4.39%
-Dgwd Trust 2025-Infl Dgwd 2025-Infl B Variable Rate 08/15/2035 2035-08-153.51%
Top 10 Concentration: 50.46%Report Date: Dec 31, 2025
Download all 70 holdings for SIIIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
6.62%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SIIIX Mutual Fund Overview

SIIIX Mutual Fund (AlphaCentric Real Income Fund Class I) is managed by AlphaCentric Funds with $32.7M in net assets. SIIIX expense ratio is 1.51%, holding 70 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2021-05-28.

SIIIX performance shows a YTD return of 3.24%. The 1-year return is 7.02% and the 5-year return is 4.44%. SIIIX dividend yield stands at 6.62%, paid monthly.

SIIIX top holdings include First Am Treas Obli-X (18.5%), Euronet Worldwide, Inc. (5.0%), Bally'S Corp (4.7%), Alpine Income Property Trust Inc (4.4%), Dgwd Trust 2025-Infl Dgwd 2025-Infl B Variable Rate 08/15/2035 2035-08-15 (3.5%). Go to all SIIIX holdings, SIIIX sectors, or SIIIX dividends.

SIIIX can be compared against other funds. Use SIIIX overlap to find shared positions, or SIIIX vs another fund for a side-by-side view. SIIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.