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 $772,079.81 in net assets. SYMAX expense ratio is 1.98%, holding 228 positions across sectors including Financials, Health Care, Industrials. Inception date: 2019-08-09.
SYMAX performance shows a YTD return of 13.34%. The 1-year return is 22.86% and the 5-year return is 14.75%.
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 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.