AlphaCentric LifeSci Healthcare I (LYFIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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AlphaCentric LifeSci Healthcare I
Willow Grove, PA19090
630-a Fitzwatertown Road 2nd Floor
Mutual Fund Series Trust
866-447-4228
Management information
Mark G. Charest,Lead manager since 28 November 2019
Dr. Charest has served as a portfolio manager of LifeSci Fund Management since 2019. In 2017, he founded Phenomic Capital LLC to provide investment advice and consulting services focused on the healthcare sector. In 2019 Phenomic Capital became an affiliated majority owner of the LifeSci Fund Management. From 2015 to 2016, Mark was SVP at Tekla Capital Management, focused on public and private healthcare technology investments. Between 2012 and 2015, he was Portfolio Manager at New Leaf Venture Partners, focused on public healthcare technology investments. From 2010 to 2012, Dr. Charest was a Kauffman Fellow at Panorama Capital where he served on the board of directors of Itero Biopharmaceuticals and was a board observer at Presidio Pharmaceuticals and PowerVision. Dr. Charest is an inventor on eight drug patents. Prior to his investment career, he held an operating role in the oncology area as a Medicinal Chemistry Lab Manager at the Novartis Institutes for BioMedical Research. Dr. Charest earned his PhD in chemistry and chemical biology from Harvard University as a National Science Foundation Graduate Research Fellow, his MS in chemistry and chemical biology from Harvard University, and his BA in chemistry, with Highest Honors, from Rutgers University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryHealth
Fund familyAlphaCentric Funds
Net assets87.38M
YTD return-9.13%
Yield0.00%
Morningstar rating★★★
Inception date28 Nov 2019
Fund operations
Last dividend0.10
Last cap gain-5.00
Holdings turnover142.00%
Average for categoryN/A
Fees and expenses
ExpenseLYFIXCategory average
Annual report expense ratio (net)2.40%1.03%
Prospectus net expense ratio2.40%N/A
Prospectus gross expense ratio2.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.19%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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