AlphaCentric Symmetry Strategy Fund Class C (SYMCX)

Overview

The fund, advised by Mount Lucas Management LP, aims to achieve its investment objectives through employing a dual-strategy approach. By integrating both Traditional Component Strategy and Alternative Component Strategy, the fund positions itself to navigate a range of market conditions. This approach allows the fund to invest across a broad spectrum without limitations on capitalization, geographic location, credit quality, and debt maturity. The flexibility to invest in below investment grade debt instruments, including those in default, signifies a willingness to embrace higher risk for potential higher returns. Being non-diverse, the fund focuses intensively on its specific strategies rather than spreading its investment across a wide array of assets.

Products and Services

• Traditional Component Strategy

  This strategy forms one half of the fund's core approach, focusing on investments that are considered standard or conventional in the market. It includes investing in a wide array of securities without restrictions on factors like market capitalization, country of operation, credit quality, and debt maturity. This enables the fund to tap into a variety of traditional investment opportunities with the aim of achieving steady growth.

• Alternative Component Strategy

  Complementing the Traditional Component Strategy, the fund's Alternative Component Strategy seeks to diversify the investment portfolio through non-traditional assets. This may include investments in below investment grade debt instruments commonly referred to as junk bonds, and even in securities that are in default. This higher-risk approach is aimed at investors seeking potential higher returns from investments not typically found in conservative portfolios. The strategy’s flexibility significantly broadens the fund’s investment horizon.