Catalyst Hedged Futures Strategy Fund Class I (HFXIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
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- 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.


1 month+0.87% 3 years-5.46%
3 months+1.89% 5 years--
1 year-7.55% Since inception-2.02%
Data through --

Peer Comparisonvs. Options-based

Performance 5-yr return--+4.19%
Expense ratio2.04%1.48%
Risk 5 year sharpe ratio--0.70
Net assets$880.3M$294.5M
Average market cap--$126.3B
Average P/E--21.0
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


Fixed income79.37%
U.S. stock0.89%
International stock0.00%
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%