USMCX : AlphaSimplex Tactical U.S. Market Fund Class C

USMCX is a US Stocks Market Large Growth with HIGH fees.

USMCX

AlphaSimplex Tactical U.S. Market Fund Class C

FI Score

20 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

20% FI Score
  • usmcx
  • Mutual Fund
  • US Stocks
  • Large Growth

AlphaSimplex Tactical U.S. Market Fund Class C

Expenses: 1.99% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation, with emphasis on the protection of capital during unfavorable market conditions. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investments that are tied economically to the U.S. It pursues its investment goal primarily through investments in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market; and fixed income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs).

Largest Holdings

Amount Holding
4.44% Microsoft Corp
3.61% Amazon.com Inc
3.10% Apple Inc
1.68% Adobe Inc
1.48% Johnson & Johnson
1.27% Merck & Co Inc
1.26% Costco Wholesale Corp
1.21% Facebook Inc A
1.21% Salesforce.com Inc
1.19% Verizon Communications Inc
1.14% UnitedHealth Group Inc
1.04% Procter & Gamble Co
1.04% Alphabet Inc Class C
1.03% Thermo Fisher Scientific Inc
1.02% Visa Inc Class A
1.01% Alphabet Inc A
0.99% JPMorgan Chase & Co
0.95% Netflix Inc
0.91% Danaher Corp
0.91% Intel Corp
0.88% Comcast Corp Class A
0.83% American Tower Corp
0.74% The Home Depot Inc
0.72% Exxon Mobil Corp

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