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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 primarily in long and short call and put options on Standard & Poor's 500 Index ("S&P") futures contracts and in cash and cash equivalents, including affiliated and unaffiliated money market funds, and other high-quality short-term (3 months or less) fixed income securities such as U.S. Treasury securities. It seeks to achieve its investment objective by buying and selling options and option spreads on stock index futures. The fund is non-diversified.


1 month+0.64% 3 years--
3 months+0.98% 5 years--
1 year+4.61% Since inception+15.88%
Data through --

Peer Comparisonvs. Managed futures

Performance 5-yr return---1.00%
Expense ratio2.27%2.09%
Risk 5 year sharpe ratio0.93-0.07
Net assets$2.5B$453.3M
Average market cap$68.4B--
Average P/E18.0--
Portfolio turnover0%0%

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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


U.S. stock0.78%
International stock0.01%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.

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