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AlphaCentric Premium Opportunity I (HMXIX)

27.22
+0.01
+(0.04%)
At close: 8:01:05 PM EDT
Loading Chart for HMXIX
  • Previous Close 27.21
  • YTD Return 0.28%
  • Expense Ratio 2.02%
  • Category Options Trading
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 63.56M
  • Beta (5Y Monthly) 0.52
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.62
  • Inception Date Sep 30, 2016

Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in long and short futures and call and put options on futures on the S&P 500 Index; futures contracts on the Cboe Volatility Index; and cash and cash equivalents. It may also invest in securities that represent the return of a securities index; volatility exchange traded funds; and income securities of any maturity or credit quality, and investment companies that invest in such income securities (including affiliated and unaffiliated investment companies).

AlphaCentric Funds

Fund Family

Options Trading

Fund Category

63.56M

Net Assets

2016-09-30

Inception Date

Performance Overview: HMXIX

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Trailing returns as of 3/28/2025. Category is Options Trading.

YTD Return

HMXIX
0.28%
Category
6.64%
 

1-Year Return

HMXIX
5.86%
Category
16.67%
 

3-Year Return

HMXIX
5.03%
Category
6.96%
 

5-Year Return

HMXIX
9.46%
Category
6.01%
 

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Holdings: HMXIX

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Sector Weightings

SectorHMXIX
Technology   26.63%
Healthcare   13.38%
Industrials   8.05%
Real Estate   2.77%
Energy   2.67%
Utilities   2.50%

Recent News: HMXIX

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Research Reports: HMXIX

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