Catalyst Hedged Futures Strategy Fund Class A (HFXAX)

7.86
Net Asset Value
+0.26%
1 Day
-2.00%
Year-to-Date
Overall Morningstar Rating
Options-based
Style or Category
5.75
Sales Expenses
2.29%
Expense Ratio
High
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- cash equivalents (including affiliated and unaffiliated money market funds)- and other liquid investments. It seeks to achieve its investment objective by buying and selling options and option spreads on stock index futures.

Performance

1 month-1.88% 3 years-5.70%
3 months-4.39% 5 years--
1 year-13.18% Since inception-2.67%
Data through --

Peer Comparisonvs. Options-based

 HFXAXCategory
Performance 5-yr return--+5.41%
Expense ratio2.29%1.49%
Risk 5 year sharpe ratio--0.91
Net assets$1.1B$314.0M
Average market cap--$124.3B
Average P/E--22.9
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureEdward Walczak / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Fixed income70.91%
Cash29.27%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 9.44%
-- 7.12%
-- 5.01%
-- 4.77%
-- 4.76%
-- 4.76%
-- 4.76%
-- 4.75%
-- 4.75%
-- 4.74%