AlphaSimplex Tactical U.S. Market Fund Class C (USMCX) Research
This fund aims for substantial long-term capital growth, with a strong emphasis on protecting investors' principal during periods of market volatility or decline. At least 80% of its net assets, including any borrowed capital for investment, will be allocated to holdings economically connected to the United States. The fund primarily achieves its goals by investing in a wide array of U.S. equity securities, employing derivative instruments tied to the U.S. stock market, and purchasing various fixed-income instruments, which include money market securities, high-quality short-term or variable-rate debt, and related exchange-traded funds.
Market snapshot
- Symbol
- USMCX
- Price
- $11.10
- Day change
- 0.00%
- Market cap
- $128.7M
- 52-week range
- 10.49-16.75
- 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 A (USMAX)
Open AlphaSimplex Tactical U.S. Market Fund Class C (USMCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.