AlphaSimplex Tactical U.S. Market Fund Class Y (USMYX) Research

This fund commits a minimum of 80% of its total investment capital—comprising net assets and any borrowed funds used for investment—to holdings with an economic connection to the United States. To achieve its investment objectives, it primarily deploys capital into three key areas: a broad representation of U.S. stock market equities, derivative instruments linked to the U.S. equity market, and various fixed-income securities. The fixed-income portion may include money market instruments, other high-quality, short-term or variable-rate debt, and related exchange-traded funds (ETFs).

Market snapshot

Symbol
USMYX
Price
$11.63
Day change
0.00%
Market cap
$22.3M
52-week range
10.98-17.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • William Blair Short Duration Bond Fund Class I (BIFIX)
  • Frontier Phocas Small Cap Value Fund Institutional Class (FPSVX)
  • American Beacon Bahl & Gaynor Small Cap Growth Fund - Investor Class (GBSPX)
  • Janus Henderson Emerging Markets Fund - N Shares (HEMRX)
  • Janus Henderson Emerging Markets Fund - T Shares (HEMTX)
  • Merk Hard Currency Investor Shares (MERKX)
  • Morgan Stanley Institutional Fund, Inc. Next Gen Emerging Markets Portfolio (MFMPX)
  • Morgan Stanley Institutional Fund, Inc. Next Gen Emerging Markets Portfolio Class IS (MSRFX)

Open AlphaSimplex Tactical U.S. Market Fund Class Y (USMYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.