AlphaSimplex Tactical U.S. Market Fund Class A
USMAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Natixis Funds Trust II
- IPO Date
- Sep 30, 2013
- CIK
- 0000052136
- Similar Companies
- Business
- AlphaSimplex Tactical U.S. Market Fund Class A (USMAX) is a mutual fund that seeks long-term capital appreciation with a primary emphasis on protecting capital during unfavorable market conditions; it invests primarily in equity securities that broadly represent the U.S. equities market, employing a tactical allocation approach to dynamically adjust exposure based on quantitative signals and market trends. The fund offers Class A shares with a ticker symbol USMAX, alongside other share classes such as Class Y (USMYX), and is managed by AlphaSimplex Group, LLC, utilizing systematic, quantitative strategies focused on risk management and downside protection in volatile environments. AlphaSimplex Group, the fund's investment adviser, provides a range of liquid alternative investment solutions including managed futures strategies, global macro approaches, and tactical equity funds; core offerings encompass the AlphaSimplex Managed Futures Strategy Fund, Global Alternatives Fund, and recently launched ETFs like the Virtus AlphaSimplex Managed Futures ETF and Virtus AlphaSimplex Global Macro ETF (ASGM). Founded in 1999 and headquartered at 200 State Street in Boston, Massachusetts, AlphaSimplex Group operates as a boutique affiliate of Virtus Investment Partners, Inc., following Virtus's acquisition of the firm from Natixis Investment Managers, which closed on April 1, 2023. The firm targets institutional and retail investors seeking uncorrelated returns through adaptive, trend-following methodologies across global equity, fixed income, currency, and commodity markets; its strategies emphasize low correlation to traditional assets and potential performance in diverse market conditions. Geographically, AlphaSimplex focuses on U.S.-based mutual funds and ETFs while incorporating global futures and forwards in its investment processes, with distribution through U.S. retail, institutional, and subadvisory channels. Recent major developments include Virtus Investment Partners' completion of the AlphaSimplex acquisition in April 2023, enhancing Virtus's alternative investment platform by integrating AlphaSimplex's $10.9 billion in assets under management at the time and enabling expanded distribution capabilities. In 2024, Virtus launched the Virtus AlphaSimplex Managed Futures ETF, applying AlphaSimplex's hybrid systematic approach to deliver enhanced beta exposure with improved risk-adjusted returns. In August 2025, Virtus introduced the Virtus AlphaSimplex Global Macro ETF (ASGM), leveraging AlphaSimplex's proprietary research for dynamic adaptation to evolving market dynamics and long-term capital appreciation independent of market cycles.