SYMIX Mutual Fund

SYMIX Mutual Fund (Alphacentric Symmetry Strategy Fund Institutional Class) is managed by AlphaCentric Funds with $64.7M in net assets. SYMIX expense ratio is 1.73%, holding 226 positions across sectors including Financials, Industrials, Health Care. Inception date: 2019-08-08.

SYMIX performance shows a YTD return of 16.73%. The 1-year return is 23.65% and the 5-year return is 8.22%.

SYMIX top holdings include First Am Treas Obli-X (13.9%), B 7/21/26 Govt (3.4%), United States Treasury Bills 08/18/2026 (3.4%), Treasury Bill 20260825 (2.7%), Ishares Russell 1000 Value ETF (2.5%). Go to all SYMIX holdings, SYMIX sectors, or SYMIX dividends.

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