Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Catalyst/Millburn Hedge Strategy A (MBXAX)

38.26
+0.26
+(0.68%)
At close: 8:01:31 PM EDT
Loading Chart for MBXAX
  • Previous Close 38.00
  • YTD Return -0.18%
  • Expense Ratio 2.28%
  • Category Macro Trading
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 8.36B
  • Beta (5Y Monthly) -0.06
  • Yield 1.66%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.64
  • 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

Macro Trading

Fund Category

8.36B

Net Assets

2020-10-30

Inception Date

Performance Overview: MBXAX

View More

Trailing returns as of 3/31/2025. Category is Macro Trading.

YTD Return

MBXAX
0.18%
Category
4.43%
 

1-Year Return

MBXAX
4.11%
Category
11.96%
 

3-Year Return

MBXAX
7.35%
Category
4.46%
 

5-Year Return

MBXAX
8.85%
Category
3.69%
 

People Also Watch

Holdings: MBXAX

View More

Sector Weightings

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

Recent News: MBXAX

View More

Research Reports: MBXAX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.