AlphaCentric Premium Opportunity Fund (HMXIX) Alternatives
AlphaCentric Premium Opportunity Fund (HMXIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HMXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HMXIX
HMXIX charges 1.99% annually. Among mutual funds in the Options Trading category, these options have the lowest expense ratios among HMXIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | Feb 8, 2017 | HMXIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | Feb 26, 2021 | HMXIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | Feb 25, 2021 | HMXIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | Sep 29, 2014 | HMXIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | HMXIX vs GTEYX |
Best Risk-Adjusted Alternatives to HMXIX
Among mutual funds in the Options Trading category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 88 | Nov 15, 2016 | HMXIX vs PPFIX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 70 | Feb 8, 2017 | HMXIX vs EIVPX | |
| Calamos Hedged Equity Fund | 67 | Dec 30, 2014 | HMXIX vs CIHEX | |
| Catalyst Buffered Shield Fund | 61 | Apr 13, 2015 | HMXIX vs SHIIX | |
| Cavanal Hill Hedged Income Fund | 51 | Dec 27, 2020 | HMXIX vs APLIX |
Top Performing HMXIX Alternatives (YTD)
HMXIX alternatives from the Options Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Princeton Premium Fund | 1.35% | Nov 15, 2016 | HMXIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -0.47% | Apr 1, 2012 | HMXIX vs STTIX | |
| Rational Tactical Return Fund | -1.80% | Apr 30, 2007 | HMXIX vs HRSTX | |
| Easterly Hedged Equity Fund | -2.00% | Jul 30, 2015 | HMXIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -2.03% | Feb 8, 2017 | HMXIX vs EIVPX |
Lowest Volatility Alternatives to HMXIX
HMXIX alternatives from the Options Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | 2.37% | Apr 30, 2007 | HMXIX vs HRSTX | |
| Princeton Premium Fund | 3.59% | Nov 15, 2016 | HMXIX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 4.10% | Apr 1, 2012 | HMXIX vs STTIX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.76% | Feb 26, 2021 | HMXIX vs JHQDX | |
| Swan Defined Risk Fund | 8.63% | Jul 29, 2012 | HMXIX vs SDRIX |
Lowest Drawdown Alternatives to HMXIX
HMXIX alternatives from the Options Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Rational Tactical Return Fund | -2.42% | Apr 30, 2007 | HMXIX vs HRSTX | |
| North SquareTrilogy Alternative Return Fund | -2.68% | Apr 1, 2012 | HMXIX vs STTIX | |
| Princeton Premium Fund | -2.77% | Nov 15, 2016 | HMXIX vs PPFIX | |
| Swan Defined Risk Fund | -5.34% | Jul 29, 2012 | HMXIX vs SDRIX | |
| JPMorgan Hedged Equity 2 Fund Class I | -5.41% | Feb 26, 2021 | HMXIX vs JHQDX |
Other Mutual Funds from AlphaCentric Funds
Most popular AlphaCentric Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AlphaCentric Income Opportunities Fund | Multisector Bonds | 81 | 0.00% | May 27, 2015 | HMXIX vs IOFIX | |
| AlphaCentric Symmetry Strategy Fund Class I | Multistrategy | 81 | 2.32% | Aug 8, 2019 | HMXIX vs SYMIX | |
| AlphaCentric LifeSci Healthcare Fund | Health & Biotech Equities | 54 | -4.21% | Nov 28, 2019 | HMXIX vs LYFIX | |
| AlphaCentric Robotics and Automation Fund | Global Equities | 21 | -15.97% | May 30, 2017 | HMXIX vs GNXIX |
Often Compared With HMXIX
What investors most often compare with HMXIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Agility Shares Managed Risk ETF | Hedge Fund, Actively Managed | 61 | -3.97% | Jun 25, 2020 | HMXIX vs MRSK | |
| Glenmede Secured Options Portfolio | Options Trading | 34 | -2.70% | Jun 29, 2010 | HMXIX vs GTSOX |
Compare HMXIX with Any Fund or Stock
Compare HMXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.