Catalyst Hedged Futures Strategy Fund Class C (HFXCX)

10.80
Net Asset Value
-0.28%
1 Day
+13.09%
Year-to-Date
Overall Morningstar Rating
Managed futures
Style or Category
No Load
Sales Expenses
2.98%
Expense Ratio
Average
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 US 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 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.

Performance

1 month+0.84% 3 years--
3 months+2.47% 5 years--
1 year-- Since inception+7.10%
Data through --

Peer Comparisonvs. Managed futures

 HFXCXCategory
Performance 5-yr return---1.88%
Expense ratio2.98%2.08%
Risk 5 year sharpe ratio0.95-0.25
Net assets$155.1M$238.1M
Average market cap$66.9B--
Average P/E18.0--
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureEdward Walczak / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash99.49%
U.S. stock0.32%
International stock0.20%
Fixed income0.00%
Other0.00%
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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