Catalyst Hedged Futures Strategy Fund Class C (HFXCX)

7.63
Net Asset Value
+0.13%
1 Day
-1.42%
Year-to-Date
Overall Morningstar Rating
Options-based
Style or Category
No Load
Sales Expenses
3.04%
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+0.13% 3 years-6.59%
3 months-0.78% 5 years--
1 year-10.14% Since inception-3.09%
Data through --

Peer Comparisonvs. Options-based

 HFXCXCategory
Performance 5-yr return--+4.19%
Expense ratio3.04%1.47%
Risk 5 year sharpe ratio--0.70
Net assets$954.3M$297.1M
Average market cap--$124.6B
Average P/E--21.3
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 income79.37%
Cash19.74%
U.S. stock0.89%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 12.08%
-- 8.10%
-- 8.09%
-- 8.08%
-- 8.07%
-- 8.07%
-- 8.07%
-- 7.60%
-- 4.04%
-- 4.04%