AlphaSimplex Tactical U.S. Market Fund Class Y
USMYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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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 Y (USMYX) is a mutual fund managed by AlphaSimplex Group, LLC, a systematic alternatives investment manager and Virtus Investment Partners affiliate, that seeks long-term capital appreciation through tactical allocations to U.S. equity securities broadly representing the U.S. equities market; it employs quantitative, dynamic strategies to adjust exposure based on market trends and conditions, primarily investing in large-growth oriented equities while aiming for risk-adjusted returns with potential downside protection. The fund offers Class Y shares targeted at institutional and qualified investors, with net assets of approximately $22.29 million as of recent data, and operates within the large growth category under the Natixis Funds family structure. AlphaSimplex Group, founded in 1999 and headquartered at 200 State Street in Boston, Massachusetts, specializes in quantitative systematic strategies including managed futures, trend-following approaches, and global alternatives; its offerings encompass liquid futures and forward contracts across global equities, fixed income, currencies, and commodities for uncorrelated returns. The firm serves institutional and retail investors through mutual funds, ETFs, and separate accounts, with geographic focus on U.S. markets supplemented by global exposures in its broader strategies. In recent developments, Virtus Investment Partners completed its acquisition of AlphaSimplex Group from Natixis Investment Managers in April 2023, integrating it as an affiliated manager to expand liquid alternative capabilities without altering investment processes or teams. AlphaSimplex launched the Virtus AlphaSimplex Managed Futures ETF (ASMF) in May 2024 and the Virtus AlphaSimplex Global Macro ETF (ASGM) in August 2025, extending its systematic trend-following and adaptive strategies into ETF formats for broader retail and institutional access. These expansions enhance product diversification amid evolving market dynamics, maintaining emphasis on low-correlation alternatives.