Nasdaq - Delayed Quote USD

Catalyst/Millburn Hedge Strategy C-1 (MBXFX)

36.07
-0.36
(-0.99%)
At close: 8:01:57 PM EDT
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  • Previous Close 36.43
  • YTD Return -5.43%
  • Expense Ratio 3.03%
  • Category --
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 7.8B
  • Beta (5Y Monthly) -0.16
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.43
  • Inception Date Oct 30, 2020

The fund seeks to achieve its investment objective by investing in a portfolio comprised of (i) futures contracts, forward and spot contracts, and/or options on futures contracts on or related to the following sectors: currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, (the "Futures Component") and (ii) equity ETFs, common stocks (the "Equity Component"), intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.

Catalyst Mutual Funds

Fund Family

--

Fund Category

7.8B

Net Assets

2020-10-30

Inception Date

Performance Overview: MBXFX

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Trailing returns as of 5/20/2025.

YTD Return

MBXFX
5.43%
Category
0.00%
 

1-Year Return

MBXFX
6.25%
Category
0.00%
 

3-Year Return

MBXFX
2.06%
Category
0.00%
 

5-Year Return

MBXFX
9.13%
Category
0.00%
 

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Holdings: MBXFX

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Sector Weightings

SectorMBXFX
Technology   21.52%
Industrials   12.17%
Healthcare   9.92%
Real Estate   6.44%
Energy   4.34%
Utilities   3.13%

Recent News: MBXFX

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Research Reports: MBXFX

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