SYMCX
ActiveAlphaCentric Symmetry Strategy Fund
Category: Other (5,046 funds)
Expense Ratio
1.97%
Annual Cost per $10K
$197.00
30-Year Fee Drag per $10K
$32,531
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+12.31%
Asset Allocation
US Equity
66%Intl Equity
4%US Bond
13%Cash
17%Fee Comparison
SYMCX
1.97%Other average
0.99%Other cheapest
0.00%Index benchmark
0.03%99% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly
+11.03%3Y
Compare to
Fee Impact Calculator
$
%
SYMCX at 1.97%$217,957
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$162,656
Cost vs index fund−$159,467
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025
| Ticker | Name | ER |
|---|---|---|
| SYMCX | AlphaCentric Symmetry Strategy Fund | 1.97% |
| MERFX | The Merger Fund | 1.56% |
| TIBOX | Thornburg Investment Income Builder Fund | 0.84% |
| AAETX | American Funds 2030 Target Date Retirement Fund | 0.66% |
| TQQQ | ProShares UltraPro QQQ | 0.84% |
| AAFTX | American Funds 2035 Target Date Retirement Fund | 0.67% |
| SYMAX | AlphaCentric Symmetry Strategy Fund | 1.97% |
| RICAX | Investment Co of America | 1.36% |
| CIPAX | American Funds Conservative Growth and Income Portfolio | 0.88% |
| LCORX | Leuthold Core Investment Fund | 1.43% |
| IWM | iShares Russell 2000 ETF | 0.19% |
| RFNAX | American Funds Fundamental Investors | 1.37% |
| VWELX | VANGUARD WELLINGTON FUND | 0.25% |
| TFPN | Blueprint Chesapeake Multi-Asset Trend ETF | 2.06% |
| GARUX | Goldman Sachs Absolute Return Tracker Fund | 0.73% |
| KAGAX | Kensington Dynamic Allocation Fund | 1.67% |
| TRAIX | T. Rowe Price Capital Appreciation Fund | 0.58% |
| AADTX | American Funds 2025 Target Date Retirement Fund | 0.63% |
| SSTIX | State Street Total Return V.I.S. Fund | 0.67% |
| HRSIX | Hood River Small-Cap Growth Fund | 1.07% |
| JGLYX | JPMorgan Small Cap Growth Fund | 1.24% |
| AAGTX | American Funds 2040 Target Date Retirement Fund | 0.68% |
| TMF | Direxion Daily 20+ Year Treasury Bull 3X Shares | 0.91% |
| IRGPX | Voya Retirement Aggressive Portfolio | 0.60% |
| CGLGX | American Funds Growth and Income Portfolio | 0.92% |
| JEPI | JPMorgan Equity Premium Income ETF | 0.35% |
| DIAMX | DIAMOND HILL LONG SHORT FUND | 1.94% |
| DIVPX | MAI MANAGED VOLATILITY FUND | 1.47% |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | 0.87% |
| UOPIX | ULTRANASDAQ-100 PROFUND | 1.45% |
| FAS | Direxion Daily Financial Bull 3X Shares | 0.89% |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 0.75% |
| IWO | iShares Russell 2000 Growth ETF | 0.24% |
| ACEIX | Invesco Equity and Income Fund | 0.76% |
| UPRO | ProShares UltraPro S&P500 | 0.91% |
| QLD | ProShares Ultra QQQ | 0.95% |
| PPIPX | T. Rowe Price Spectrum Conservative Allocation Fund | 0.56% |
| IBB | iShares Biotechnology ETF | 0.44% |
| FSLTX | Strategic Advisers Alternatives Fund | 1.56% |
| SSO | ProShares Ultra S&P500 | 0.89% |
| DFNRX | Kensington Defender Fund | — |
| BLPAX | American Funds Moderate Growth and Income Portfolio | 0.93% |
| TECL | Direxion Daily Technology Bull 3X Shares | 0.85% |
| FBFWX | American Funds Retirement Income Portfolio - Moderate | 1.24% |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.35% |
| AACTX | American Funds 2020 Target Date Retirement Fund | 0.61% |
| XBI | SPDR(R) S&P(R) Biotech ETF | 0.35% |
| SSDEX | State Street Target Retirement 2045 Fund | 0.09% |
| FCFWX | American Funds Retirement Income Portfolio - Enhanced | 1.14% |
| FCAGX | Fidelity Small Cap Growth Fund | 0.92% |
| MACBX | MFS Conservative Allocation Fund | 0.83% |
| TSPX | Twin Oak Active Opportunities ETF | 1.01% |
| FMSHX | Franklin Mutual Shares Fund | 0.70% |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| GTSAX | Invesco Small Cap Growth Fund | 0.81% |
| PRFZ | Invesco RAFI US 1500 Small-Mid ETF | 0.39% |
| VYSDX | VOYA SMALL COMPANY FUND | 1.92% |
| ACIIX | Equity Income Fund | 0.59% |
| TAMVX | T. Rowe Price Mid-Cap Value Fund, Inc. | 1.10% |
| MVALX | Meridian Contrarian Fund | 1.12% |
| ACSHX | Invesco Comstock Fund | 0.51% |
| llpfx | Longleaf Partners Fund | 0.79% |
| TPPAX | T. Rowe Price Spectrum Moderate Allocation Fund | 0.62% |
| WFPCX | Allspring Special Mid Cap Value Fund | 1.87% |
| SSCKX | State Street Target Retirement 2035 Fund | 0.09% |
| MRFOX | MARSHFIELD CONCENTRATED OPPORTUNITY FUND | 1.02% |
| FOCSX | Fidelity Small Cap Growth K6 Fund | 0.61% |
| CGIOX | Calamos Growth & Income Fund | 0.73% |
| ITCSX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO | 0.65% |
| FINHX | Fidelity Equity-Income Fund | — |
| USD | ProShares Ultra Semiconductors | 0.95% |
| SMEAX | Invesco Small Cap Equity Fund | 0.88% |
| FKMCX | Fidelity Mid-Cap Stock Fund | 1.69% |
| CTAKX | American Funds College 2036 Fund | 0.43% |
| GSKPX | Goldman Sachs Tax-Advantaged Global Equity Portfolio | 1.22% |
| SSDQX | State Street Target Retirement 2055 Fund | 0.09% |
| PODAX | Aristotle Portfolio Optimization Growth Fund | 1.09% |
| ARANX | Horizon Active Risk Assist Fund | 1.32% |
| SWMIX | Schwab International Opportunities Fund | 0.85% |
| PNSAX | Putnam Small Cap Growth Fund | 1.17% |
| RYSEX | Royce Small-Cap Special Equity Fund | 1.22% |
| RPFCX | Davis Balanced Fund | 0.98% |
| SVARX | Spectrum Low Volatility Fund | 2.81% |
| FIQWX | Fidelity Strategic Dividend and Income Fund | 0.56% |
| FHCLX | Select Health Care Portfolio | — |
| JABLX | Janus Henderson Balanced Portfolio$1M min | 0.87% |
| CPATX | Counterpoint Tactical Income Fund | 2.25% |
| VVOAX | Invesco Value Opportunities Fund | 1.27% |
| DXQLX | Direxion Monthly NASDAQ-100 Bull 1.75X Fund | 1.52% |
| FTCFX | American Funds College 2033 Fund | 0.39% |
| PHLQX | PGIM Jennison Health Sciences Fund | 0.77% |
| JEPAX | JPMorgan Equity Premium Income Fund | 0.45% |
| IWC | iShares Micro-Cap ETF | 0.60% |
| VALIX | VALUE LINE CAPITAL APPRECIATION FUND INC | 1.08% |
| AADAX | Invesco Select Risk: Growth Investor Fund | 1.71% |
| SCAUX | Invesco Income Advantage U.S. Fund | 1.11% |
| ICMBX | Intrepid Capital Fund | 1.41% |
| FEIQX | Franklin Equity Income Fund | 0.50% |
| WAVLX | WAVELENGTH FUND | 1.26% |
| IRCIX | Voya RussellTM Small Cap Index Portfolio | 0.93% |
| WINAX | Wilmington International Fund | 0.86% |
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