Every dollar amount and date on this page is quoted from the official settlement document.
AlphaCentric $20M Securities Class Action Settlement
Court case: Koza v. Mutual Fund Series Trust, et al.
AlphaCentric agreed to pay $20 million to settle a securities class action over its Income Opportunities Fund. The case covered investors who bought Class A, C, or I shares of the fund between July 27, 2018 and March 22, 2020. The claim filing window has closed.
Official eligibility wordingPurchasers of Class A, C, or I shares of AlphaCentric Income Opportunities Fund (IOFAX, IOFCX, IOFIX) from July 27, 2018 through March 22, 2020. Checked against the official settlement source by SettleSignal on June 19, 2026.
Key facts
- Who may qualify Investors who purchased Class A, C, or I shares of the AlphaCentric Income Opportunities Fund (tickers IOFAX, IOFCX, IOFIX) between July 27, 2018 and March 22, 2020.
- Estimated payouttwenty million dollars ($20,000,000) gross, plus interest as it accrues, minus approved fees, costs, and taxes
- Claim deadlineMay 26, 2026 (closed)
- Proof requiredYes
- What you needThe claim deadline passed on May 26, 2026, and no new claims are accepted.
- CourtSupreme Court, New York County
Important dates
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How we verified this record
- Claim deadline
- Payout details
- Eligibility
- Proof requirement
- Administrator
- Court case
- Payment status
- 1 field queued for re-check
1 official source linked to this record.
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Claim deadline
May 26, 2026
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Eligibility summary Quoted in the official eligibility wording above ↑
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Proof requirement
Yes
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Payment status
Payment pending
Submit a claim form (only way to receive payment), exclude yourself, object to settlement terms, attend the settlement hearing, or take no action (forfeits payment but binds you to settlement).
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Estimated payout
twenty million dollars ($20,000,000) gross, plus interest as it accrues, minus approved fees, costs, and taxes
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Administrator
AB Data
Show all 7 more verified fields
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Objection deadline
April 27, 2026
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Opt-out deadline
April 27, 2026
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Class period start
July 27, 2018
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Class period end
March 22, 2020
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Court
Supreme Court, New York County
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Court case number
655297/2020
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Case name
Koza v. Mutual Fund Series Trust, et al.
Where to act
