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Nasdaq - Delayed Quote USD

Catalyst Nasdaq-100 Hedged Equity A (CLPAX)

11.36
+0.05
+(0.44%)
At close: 8:00:25 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index ® (“NDX”). The NDX is a large-capitalization growth index comprised of the 100 largest domestic and international (including emerging markets) non-financial companies listed on the Nasdaq Stock Market based on market capitalization.

Catalyst Nasdaq-100 Hedged Equity A

Omaha, NE 68130
17605 Wright Street, Suite 2

Fund Overview

Category Options Trading
Fund Family Catalyst Mutual Funds
Net Assets 15.38M
YTD Return -8.80%
Yield 0.00%
Morningstar Rating
Inception Date Jun 06, 2014

Fund Operations

Last Dividend 0.12
Last Cap Gain 15.00
Holdings Turnover 35.00%
Average for Category --

Fees & Expenses

Expense CLPAX Category Average
Annual Report Expense Ratio (net) 1.87% 1.20%
Prospectus Net Expense Ratio 1.87% --
Prospectus Gross Expense Ratio 2.63% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.52%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joseph Tigay, Chief Trading Officer and Portfolio Manager of Equity Armor since 2011, has served as a Portfolio Manager since 2019. He is also a Member of Tremis, LLC, a Cryptocurrency mining and trading operations firm, since 2017 and a Member and Investment Adviser Representative of Equity Armor Advisers, LLC. Prior to founding Equity Armor in 2011, Mr. Tigay served as a Floor Trader, Market Maker and Clerk for Stutland Equities, LLC (2005 to 2011). Mr. Tigay earned his Bachelor of Business Administration from Eastern Michigan University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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