James Alpha Event Driven Fund

Data updated: 2021-07-16

C000224291 — James Alpha Event Driven Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Money Market · $4.40M AUM · 2.11% expense ratio. From SEC regulatory filings.

C000224291 Fund Overview

James Alpha Event Driven Fund is a US mutual fund managed by James Alpha Funds Trust, categorised as Money Market. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: James Alpha Funds Trust
  • Category: Money Market
  • Assets under management: $4.40M
  • SEC CIK: 0001829774
  • SEC series ID: S000070609
  • Share class ID: C000224291

C000224291 Costs and Fees

C000224291 costs about $211 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 2.11%
  • Gross expense ratio: 3.33%
  • Portfolio turnover: 127%

C000224291 Cashflows

Over the 12 months to 2021-05, James Alpha Event Driven Fund had net inflows of $518.93K, from monthly SEC N-PORT filings.

MonthNet flow
2021-05$37.84K
2021-04$54.76K
2021-03$426.33K

C000224291 Debt Constituents

No individual debt constituents are reported in James Alpha Event Driven Fund's latest SEC N-PORT filing.

C000224291 Prospectus and SEC Filings

Official James Alpha Event Driven Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Money Market funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.