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Catalyst/Millburn Hedge Strategy C-1 (MBXFX)
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37.21 - YTD Return 12.90%
- Expense Ratio 2.99%
- Category Macro Trading
- Last Cap Gain 4.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 7.39B
- Beta (5Y Monthly) 0.02
- Yield 0.93%
- 5y Average Return --
- Holdings Turnover 30.00%
- Last Dividend 0.35
- 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
7.39B
Net Assets
2020-10-30
Inception Date
Performance Overview: MBXFX
Trailing returns as of 6/7/2024. Category is Macro Trading.
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Holdings: MBXFX
Top 6 Holdings (30.68% of Total Assets)
Sector Weightings
SectorMBXFX
Technology 20.16%
Financial Services 15.41%
Industrials 12.62%
Consumer Cyclical 10.93%
Healthcare 10.40%
Real Estate 6.44%
Consumer Defensive 5.95%
Energy 5.15%
Communication Services 5.09%
Basic Materials 4.73%
Utilities 3.13%
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