Alphacentric Hedged Market Fund Quote
| HMXCX Fund | USD 26.96 0.23 0.86% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Alphacentric Hedged is trading at 26.96 as of the 18th of January 2025; that is 0.86 percent increase since the beginning of the trading day. The fund's open price was 26.73. Alphacentric Hedged has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
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 SP 500 Index futures contracts on the Cboe Volatility Index and cash and cash equivalents. More on Alphacentric Hedged Market
Alphacentric Mutual Fund Highlights
| Fund Concentration | AlphaCentric Funds, Large Funds, Options Trading Funds, Options Trading, AlphaCentric Funds, Large, Options Trading (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Alphacentric Hedged Market [HMXCX] is traded in USA and was established 18th of January 2025. Alphacentric Hedged is listed under AlphaCentric Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of AlphaCentric Funds family. This fund currently has accumulated 89.9 M in assets under management (AUM) with minimum initial investment of 2.5 K. Alphacentric Hedged is currently producing year-to-date (YTD) return of 0.71% with the current yeild of 0.0%, while the total return for the last 3 years was 2.35%.
Check Alphacentric Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alphacentric Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alphacentric Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alphacentric Hedged Market Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alphacentric Hedged Market Mutual Fund Constituents
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IOFIX | Alphacentric Income Opportunities | Mutual Fund | Multisector Bond | |
| UVXY | ProShares Ultra VIX | Etf | Trading--Miscellaneous | |
| SVXY | ProShares Short VIX | Etf | Trading--Miscellaneous |
Alphacentric Hedged Risk Profiles
| Mean Deviation | 0.4561 | |||
| Semi Deviation | 0.7394 | |||
| Standard Deviation | 0.6574 | |||
| Variance | 0.4322 |
Alphacentric Hedged Against Markets
Other Information on Investing in Alphacentric Mutual Fund
Alphacentric Hedged financial ratios help investors to determine whether Alphacentric Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alphacentric with respect to the benefits of owning Alphacentric Hedged security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |