Nasdaq - Delayed Quote USD

Catalyst/Millburn Hedge Strategy C-1 (MBXFX)

37.06
+0.13
+(0.35%)
At close: June 13 at 8:01:31 PM EDT
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  • Previous Close 36.93
  • YTD Return -3.20%
  • Expense Ratio 3.03%
  • Category --
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 7.98B
  • Beta (5Y Monthly) -0.15
  • Yield 1.17%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.43
  • Inception Date Dec 29, 2015

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

7.98B

Net Assets

2015-12-29

Inception Date

Performance Overview: MBXFX

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Trailing returns as of 6/6/2025.

YTD Return

MBXFX
3.20%
Category
0.00%
 

1-Year Return

MBXFX
3.66%
Category
0.00%
 

3-Year Return

MBXFX
2.75%
Category
0.00%
 

5-Year Return

MBXFX
9.20%
Category
0.00%
 

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Holdings: MBXFX

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Sector Weightings

SectorMBXFX
Technology   19.61%
Industrials   11.97%
Healthcare   10.31%
Real Estate   6.66%
Energy   4.50%
Utilities   3.30%

Recent News: MBXFX

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Research Reports: MBXFX

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