SYMAX Mutual Fund
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 $535,906.43 in net assets. SYMAX expense ratio is 1.97%, holding 228 positions across sectors including Financials, Health Care, Industrials. Inception date: 2019-08-09.
SYMAX performance shows a YTD return of 10.19%. The 1-year return is 23.67% and the 5-year return is 7.38%.
SYMAX top holdings include First Am Treas Obli-X (14.6%), Invesco S&p 500 Pure Value ETF (5.0%), Ishares Russell 1000 Value ETF (4.9%), Treasury Bill 0% Apr 30, 2026 (3.7%), Treasury Bill Apr 14, 2026 (3.7%). Go to all SYMAX holdings, SYMAX sectors, or SYMAX dividends.
SYMAX can be compared against other funds. Use SYMAX overlap to find shared positions, or SYMAX vs another fund for a side-by-side view. SYMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.