Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Catalyst Hedged Futures Strategy Fund Class A (HFXAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Managed futures
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation and capital preservation in all market conditions, with low volatility and low correlation to the U.S. equity market. The fund invests, directly or indirectly through affiliated and unaffiliated funds, primarily in (i) long and short call and put options on Standard & Poor's 500 Index futures contracts and (ii) in cash and cash equivalents, including affiliated and unaffiliated money market funds, and other investment-grade short-term (3 years or less) fixed income securities. It seeks to achieve its investment objective by buying and selling options and option spreads on stock index futures. It is non-diversified.


1 month+3.50% 3 years--
3 months+2.37% 5 years--
1 year+6.08% Since inception+15.63%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return---0.96%
Expense ratio2.27%2.02%
Risk 5 year sharpe ratio0.98-0.22
Net assets$3.0B$514.7M
Average market cap$73.7B--
Average P/E19.0--
Portfolio turnover0%0%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureEdward Walczak / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


Fixed income4.48%
U.S. stock0.57%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 4.48%
-- 0.42%
-- 0.16%
-- 0.15%
-- 0.11%
-- 0.08%
-- 0.08%
-- 0.07%

Partner Offers