AlphaCentric Surpasses One Billion Dollars in Assets Under Management

Our growth over the last three years to reach one billion dollars in assets is a testament to both the success of our funds, as well as the critical role these strategies play in investors’ portfolios.

AlphaCentric, the mutual fund company that strives to be the alpha-driven future of investing, has surpassed one billion dollars (U.S.) in assets under management. The growing mutual fund company, which launched in 2014, offers alpha-driven and hedge-fund like strategies in a mutual fund format.

AlphaCentric offers five mutual funds that were launched based on proven investment strategies, including one hedge fund that was converted to a mutual fund. The current portfolio of fund offerings includes:


  • AlphaCentric Income Opportunities Fund (IOFIX), which invests in non-agency residential mortgage-backed securities (RMBS) and a variety of other asset-backed fixed income securities (ABS). IOFIX has generated a 12.57% return in the one-year period ending June 30, 2017.
  • AlphaCentric Hedged Market Opportunity Fund (HMXIX), which makes long and short investments in call and put options on instruments that reflect the S&P 500 and its volatility. HMXIX has generated an annualized 9.32% return over the 5-year period ending June 30, 2017 with low volatility relative to the S&P 500.
  • AlphaCentric Global Innovations Fund (GNXIX), which invests in both U.S. and foreign stock of companies involved in breakthrough technologies, with a specific focus on robotics and automation. It is the only mutual fund dedicated to this sector of technology.
  • AlphaCentric Asset Rotation Fund (ROTIX), which invests in a portfolio of global asset class ETFs and allocates investments to those experiencing the most strength each month.
  • AlphaCentric Bond Rotation Fund (BDRIX), which invests in global bond asset class ETFs, including those focused on U.S. corporate bonds, foreign bonds, tax-free/municipal bonds, mortgage-backed securities and U.S. Treasury securities.

“We launched AlphaCentric to provide all investors access to actively-managed, uniquely focused investment strategies,” said Jerry Szilagyi, CEO and co-founder of AlphaCentric. “Our growth over the last three years to reach one billion dollars in assets is a testament…

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