AlphaCentric Premium Opportunity Fund Class I (HMXIX) Research

The AlphaCentric Premium Opportunity Fund Class I generally aims to achieve its investment goals by primarily utilizing a combination of long and short futures contracts, alongside call and put options, all centered on S&P 500 Index futures. The fund also invests in futures contracts linked to the Cboe Volatility Index (VIX) and maintains holdings in cash or highly liquid assets. Beyond these core strategies, it retains the flexibility to diversify its portfolio by investing in instruments designed to track the performance of other market indices, exchange-traded funds (ETFs) focused on volatility, and a broad range of income-generating securities, irrespective of their maturity or credit quality. Additionally, the fund may allocate capital to other investment companies, including both affiliated and independent entities, that specialize in such fixed-income assets.

Market snapshot

Symbol
HMXIX
Price
$31.69
Day change
+1.18%
Market cap
$34.4M
52-week range
27.49-32.3
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Meeder Quantex Fund Retail Class (FLCGX)
  • AlphaCentric Premium Opportunity Fund Class A (HMXAX)
  • Neiman Large Cap Value No-Load (NEIMX)
  • North Square Multi Strategy Fund Class I (PORYX)
  • Meeder Quantex Fund Adviser Class (QNTAX)
  • Meeder Quantex Fund Institutional Class (QNTIX)
  • Rydex Consumer Products Fund Class Investor (RYCIX)
  • Rydex Internet Inv (RYIIX)

Open AlphaCentric Premium Opportunity Fund Class I (HMXIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.