AlphaSimplex Tactical U.S. Market Fund Class A (USMAX) Research
This fund aims for significant capital growth over the long term, with a strong emphasis on safeguarding investments during adverse market conditions. It commits at least 80% of its total assets, including any funds borrowed for investment, to securities and instruments that are economically linked to the United States. To achieve its objective, the fund primarily invests in a broad spectrum of U.S. equity securities representing the domestic stock market, derivative products tied to the U.S. equities market, and a variety of fixed-income assets. These fixed-income holdings include money market instruments, other high-quality short-term or variable-rate securities, and related exchange-traded funds (ETFs).
Market snapshot
- Symbol
- USMAX
- Price
- $11.59
- Day change
- 0.00%
- Market cap
- $128.7M
- P/E ratio
- 4.84x
- 52-week range
- 10.95-17.3
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Zero Coupon 2020 Fund Advisor Class (ACTEX)
- BlackRock Total Emerging Markets Fund Investor A (BEEAX)
- BMO Low Volatility Equity Fund Class A (BLVAX)
- American Century Zero Coupon 2020 Fund Investor Class (BTTTX)
- BNY Mellon Structured Midcap Fund Class C (DPSCX)
- BNY Mellon Structured MidCap Fund Class Y (DPSYX)
- Harbor High-Yield Bond Fund, Investor Class (HYFIX)
- AlphaSimplex Tactical U.S. Market Fund Class C (USMCX)
Open AlphaSimplex Tactical U.S. Market Fund Class A (USMAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.