ATPAAX

About ATPAAX

AlphaCentric Portfolios – Tax Planning Alpha Fund Class A is an open‑end mutual fund designed to provide tax‑aware total return by combining income generation with strategies that seek to improve after‑tax outcomes. The fund’s approach centers on tax planning techniques—such as managing distributions, harvesting losses, and emphasizing tax‑efficient income sources—while allocating across multiple fixed income and opportunistic sleeves to balance income, volatility, and liquidity. Managed under the AlphaCentric umbrella, it leverages the firm’s focus on distinctive, solution‑oriented strategies that often access segments of the market less common in traditional retail portfolios, supported by multi‑manager expertise and oversight from AlphaCentric Advisors LLC. Within a diversified portfolio context, the fund aims to play a role as a core or complementary fixed income holding for investors attentive to tax impacts, with attention to credit quality, duration management, and risk controls intended to moderate drawdowns and distribution variability. The strategy’s market significance lies in addressing the growing demand for outcome‑oriented, tax‑sensitive fixed income solutions amid shifting rate environments and evolving investor preferences for after‑tax efficiency.