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AlphaCentric Strategic Income Fund reorganization


  • edited September 2023
    Not many real estate hybrid funds around. I know of FRIFX but that may be a tamer RE hybrid fund.

    I am also familiar with TIAA QREARX (VA) that is mostly direct real estate. There are many RE equity funds (FRESX, VNQ, etc) and a few nontraded-RE funds (Blackstone BREIT, Starwood SREIT, etc).

    AlphaCentric Classes are A - SIIAX, C - SIICX, I - SIIIX (Renamed from "Strategic" to "RE")

    It may invest in RE equity (direct RE or REITs), RE fixed-income (all sorts of exotic stuff) and RE funds (a wide variety indicated including inverse- and leveraged- ETFs). I didn't find the split between equity and fixed-income.

    Non-diversified - seems unusual for a hybrid fund.

    Of course, lot of it is what one may expect from "AlphaCentric" funds (IOFIX, etc)
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