Multi Strategy Alternative Fund Class Y (SMUYX) Research

The fund's advisor employs a strategy designed to generate positive, or "absolute," returns across various market conditions. A key objective is to maintain a reduced correlation to the stock and bond markets. To achieve this, the fund diversifies its assets across a range of investment strategies. This is primarily accomplished through two avenues: (i) investing in various underlying funds, which encompass both affiliated and unaffiliated open-end funds, closed-end funds, and exchange-traded funds; and/or (ii) engaging one or more specialized investment sub-advisers.

Market snapshot

Symbol
SMUYX
Price
$10.70
Day change
+0.28%
Market cap
$241.4M
52-week range
9.73-10.71
Sector
Financial Services
Industry
Asset Management

Peer companies

  • ProFunds Biotechnology UltraSector Fund Investor Class (BIPIX)
  • Boston Trust Midcap Fund (BTMFX)
  • Columbia Adaptive Risk Allocation Fund A (CRAAX)
  • Ashmore Emerging Markets Equity Fund - Institutional Class (EMFIX)
  • Eaton Vance Greater India A (ETGIX)
  • Salient Tactical Growth Fund Investor Class (FFTGX)
  • Meeder Spectrum Fund - Retail Class (FLSPX)
  • Sprott Focus Trust, Inc. (FUND)

Open Multi Strategy Alternative Fund Class Y (SMUYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.