AlphaSimplex Tactical U.S. Market Fund Class C
USMCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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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 C (USMCX) is a mutual fund that seeks long-term capital appreciation, with an emphasis on protecting capital during unfavorable market conditions through investments in equity securities broadly representing the U.S. equities market; it employs a tactical strategy to adjust exposure based on market dynamics, including potential use of derivatives or other instruments for risk management and downside protection. The fund offers Class C shares with a focus on growth-oriented U.S. equities, paying semi-annual dividends with a recent yield around 24.56% based on distributions totaling approximately $4.30 per share annually. Managed by AlphaSimplex Group, LLC, an affiliate of Virtus Investment Partners since its acquisition from Natixis Investment Managers in April 2023, the fund targets institutional and retail investors seeking systematic, quantitative approaches to U.S. market exposure. AlphaSimplex Group, LLC, founded in 1999 and headquartered at 200 State Street in Boston, Massachusetts, specializes in systematic alternative investment strategies attuned to changing market dynamics; the firm oversees USMCX as part of its broader offerings in trend-following managed futures and tactical equity funds. Operations remain centered in the United States, with strategies designed for U.S. and global investors through mutual funds and ETFs distributed via retail, institutional, and subadvisory channels. In recent developments, Virtus Investment Partners fully integrated AlphaSimplex following the 2023 acquisition, maintaining autonomy for its investment processes while expanding distribution capabilities. The firm launched complementary products such as the Virtus AlphaSimplex Managed Futures ETF in 2025, which employs index replication and proprietary trend-following models across global futures contracts in equities, fixed income, currencies, and commodities. Effective January 21, 2026, Class C shares of related AlphaSimplex funds, including managed futures strategies, will no longer accept new purchases, signaling a strategic shift toward ETF structures for enhanced liquidity and lower fees.