MBXIX pairs a systematic multi-market trading program with a diversified equity portfolio - built to compound through the cycles that interrupt traditional stock/bond portfolios.
Designed for advisors seeking low correlation without giving up equity participation.
CPEIX concentrates on a focused set of large-cap opportunities, with a disciplined process for pressing winners and cutting risk early.
For advisors who want active equity exposure with an explicit risk framework.
MLXIX invests in the pipelines, terminals and utilities that move energy — an income stream tied to infrastructure rather than commodity prices.
For advisors who want inflation-aware income backed by hard assets.
Performance shown is average annual total return at net asset value, as of 08/19/2026. Past performance does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Standardized performance and the fund prospectus are available at CatalystMF.com.
Traditional bonds have struggled to keep pace with inflation. HIIIX offers a selective credit approach seeking income above the Agg with top Morningstar rankings.
Read MoreA 10% allocation to high yield bonds has historically boosted returns and reduced drawdowns. HIIIX ranks in the top 1% of its Morningstar category.
With 2026 shaping up to be another potentially volatile midterm election year, MBXIX can be a tool for advisors seeking multi-asset strategies to help clients stay invested through uncertainty.
For thirty years, MBXIX has provided the tactical liquidity, low correlation, and adaptive investment process to assist investors in compounding wealth without interruption.
CFRIX, RFXIX & IIXIX are short duration strategies that have outperformed the Agg since 2022, seeking higher yields with reduced interest rate risk.
| Fund | Category | Fund Type | Fact Sheet | Summary Prospectus | Prospectus | SAI | Net Assets |
|---|---|---|---|---|---|---|---|
| Catalyst Systematic High Income Fund (CWXAX | CWXCX | CWXIX) | Alternative/Hedged Strategies | Mutual Fund |  | | | | 54514880.21 |
| Catalyst Systematic Alpha Fund (ATRAX | ATRCX | ATRFX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “66” does not have that cell /] |
| Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX | CLPCX | CLPFX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “72” does not have that cell /] |
| Catalyst Buffered Shield Fund (SHIEX | SHINX | SHIIX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “75” does not have that cell /] |
| Catalyst/Millburn Hedge Strategy Fund (MBXAX | MBXCX | MBXIX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “78” does not have that cell /] |
| Catalyst Dynamic Alpha Fund (CPEAX | CPECX | CPEIX) | Equity-Oriented Strategies | Mutual Fund | | | | | [table “9” does not have that cell /] |
| Catalyst Insider Buying Fund (INSAX | INSCX | INSIX) | Equity-Oriented Strategies | Mutual Fund | | | | | [table “12” does not have that cell /] |
| Catalyst Energy Infrastructure Fund (MLXAX | MLXCX | MLXIX) | Equity-Oriented Strategies | Mutual Fund | | | | | [table “18” does not have that cell /] |
| Catalyst Tactical Allocation Fund (CLTAX | CLTCX | CLTIX) | Equity-Oriented Strategies | Mutual Fund | | | | | [table “27” does not have that cell /] |
| Catalyst/MAP Global Equity Fund (CAXAX | CAXCX | CAXIX) | Equity-Oriented Strategies | Mutual Fund | | | | | [table “30” does not have that cell /] |
| Catalyst/CIFC Senior Secured Income Fund (CFRAX | CFRCX | CFRIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “33” does not have that cell /] |
| Catalyst Insider Income Fund (IIXAX | IIXCX | IIXIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “36” does not have that cell /] |
| Catalyst/MAP Global Balanced Fund (TRXAX | TRXCX | TRXIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “39” does not have that cell /] |
| Catalyst/SMH High Income Fund (HIIFX | HIICX | HIIIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “42” does not have that cell /] |
| Catalyst/SMH Total Return Income Fund (TRIFX | TRICX | TRIIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “45” does not have that cell /] |
| Catalyst Enhanced Income Strategy Fund (EIXAX | EIXCX | EIXIX) | Income-Oriented Strategies | Mutual Fund | | | | | [table “152” does not have that cell /] |
| Catalyst/Aspect Enhanced Multi-Asset Fund (CASAX | CASCX | CASIX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “185” does not have that cell /] |
| Catalyst/Welton Advantage Multi-Strategy Fund (CWEAX | CWECX | CWEIX) | Alternative/Hedged Strategies | Mutual Fund | | | | | [table “188” does not have that cell /] |
| Catalyst/Perini Strategic Income Fund (CSIOX) | Income-Oriented Strategies | Interval Fund | | | | 0 |
| Fund | Financial Report | Frequency | Class A | Class C | Institutional | Class C1 |
|---|---|---|---|---|---|---|
Catalyst/Warrington Strategic Program Fund | | Semi-Annual |  | | | - |
Catalyst Systematic Alpha Fund | | Semi-Annual | | | | - |
Catalyst Nasdaq-100 Hedged Equity Fund | | Semi-Annual | | | | - |
Catalyst Buffered Shield Fund | | Semi-Annual | | | | - |
Catalyst/Millburn Hedge Strategy Fund | | Semi-Annual | | | | |
Catalyst Dynamic Alpha Fund | | Semi-Annual | | | | - |
Catalyst Insider Buying Fund | | Semi-Annual | | | | - |
Catalyst Energy Infrastructure Fund | | Semi-Annual | | | | - |
Catalyst/Lyons Tactical Allocation Fund | | Semi-Annual | | | | - |
Catalyst/MAP Global Equity Fund | | Semi-Annual | | | | - |
Catalyst/CIFC Senior Secured Income Fund | | Semi-Annual | | | | |
Catalyst Insider Income Fund | | Semi-Annual | | | | - |
Catalyst/MAP Global Balanced Fund | | Semi-Annual | | | | - |
Catalyst/SMH High Income Fund | | Semi-Annual | | | | - |
Catalyst/SMH Total Return Income Fund | | Semi-Annual | | | | - |
Catalyst Enhanced Income Strategy Fund | | Semi-Annual | | | | - |
Catalyst/Aspect Enhanced Multi-Asset | | Semi-Annual | | | | - |
Catalyst/Welton Advantage Multi-Strategy Fund | Semi-Annual | | | | ||
Catalyst/Perini Strategic Income Fund | | Semi-Annual | - | |||
Catalyst/Warrington Strategic Program Fund | | Annual | | | | - |
Catalyst Systematic Alpha Fund | | Annual | | | | - |
Catalyst Nasdaq-100 Hedged Equity Fund | | Annual | | | | - |
Catalyst Buffered Shield Fund | | Annual | | | | - |
Catalyst/Millburn Hedge Strategy Fund | | Annual | | | | |
Catalyst Dynamic Alpha Fund | | Annual | | | | - |
Catalyst Insider Buying Fund | | Annual | | | | - |
Catalyst Energy Infrastructure Fund | | Annual | | | | - |
Catalyst/Lyons Tactical Allocation Fund | | Annual | | | | - |
Catalyst/MAP Global Equity Fund | | Annual | | | | - |
Catalyst/CIFC Senior Secured Income Fund | | Annual | | | | |
Catalyst Insider Income Fund | | Annual | | | | - |
Catalyst/MAP Global Balanced Fund | | Annual | | | | - |
Catalyst/SMH High Income Fund | | Annual | | | | - |
Catalyst/SMH Total Return Income Fund | | Annual | | | | - |
Catalyst Enhanced Income Strategy Fund | | Annual | | | | - |
Catalyst/Aspect Enhanced Multi-Asset | | Annual | | | | - |
Catalyst/Welton Advantage Multi-Strategy Fund | Annual | | | | ||
Catalyst/Perini Strategic Income Fund | | Annual |
| Fund | SAI Sticker | Prospectus Supplement | SAI Sticker #2 | Baird A Share Sticker | ROA Sticker | Catalyst Website Disclosure Sticker | Information Statement |
|---|---|---|---|---|---|---|---|
Catalyst/Warrington Strategic Program Fund | |||||||
Catalyst Systematic Alpha Fund | |||||||
Catalyst Nasdaq-100 Hedged Equity Fund | |||||||
Catalyst Buffered Shield Fund | |||||||
Catalyst/Millburn Hedge Strategy Fund | |||||||
Catalyst Dynamic Alpha Fund | |||||||
Catalyst Insider Buying Fund | |||||||
Catalyst Energy Infrastructure Fund | |||||||
Catalyst/Lyons Tactical Allocation Fund | |||||||
Catalyst/MAP Global Equity Fund | |||||||
Catalyst/CIFC Senior Secured Income Fund | |||||||
Catalyst Insider Income Fund | |||||||
Catalyst/MAP Global Balanced Fund | |||||||
Catalyst/SMH High Income Fund | |||||||
Catalyst/SMH Total Return Income Fund | |||||||
Catalyst Enhanced Income Strategy Fund | |||||||
Catalyst/Aspect Enhanced Multi-Asset Fund | |||||||
Catalyst/Welton Advantage Multi-Strategy Fund | |||||||
Catalyst/Perini Strategic Income Fund |
Our alternative/hedged strategies typically seek to add alpha, reduce correlation to the market indexes and reduce downside risk. These strategies tend to fit in as an alternative allocation.
| SHIEX | SHINX | SHIIX | Catalyst Buffered Shield Fund |
| CLPAX | CLPCX | CLPFX | Catalyst Nasdaq-100 Hedged Equity Fund |
| ATRAX | ATRCX | ATRFX | Catalyst Systematic Alpha Fund |
| CASAX | CASCX | CASIX | Catalyst/Aspect Enhanced Multi-Asset Fund |
| MBXAX | MBXCX | MBXIX | Catalyst/Millburn Hedge Strategy Fund |
| CWXAX | CWXCX | CWXIX | Catalyst/Warrington Strategic Program Fund |
| CWEAX | CWECX | CWEIX | Catalyst/Welton Advantage Multi-Strategy Fund |
Our equity strategies typically seek to add alpha by implementing distinct investment strategies. These strategies can serve as a core or complement a core equity portfolio.
| CPEAX | CPECX | CPEIX | Catalyst Dynamic Alpha Fund |
| INSAX | INSCX | INSIX | Catalyst Insider Buying Fund |
| MLXAX | MLXCX | MLXIX | Catalyst Energy Infrastructure Fund |
| CLTAX | CLTCX | CLTIX | Catalyst/Lyons Tactical Allocation Fund |
| CAXAX | CAXCX | CAXIX | Catalyst/MAP Global Equity Fund |
Our income-oriented strategies typically seek to generate income while reducing interest rate risk. These strategies can serve as a core or complement a traditional fixed income portfolio.
| EIXAX | EIXCX | EIXIX | Catalyst Enhanced Income Strategy Fund |
| IIXAX | IIXCX | IIXIX | Catalyst Insider Income Fund |
| CFRAX | CFRCX | CFRIX | Catalyst/CIFC Floating Rate Income Fund |
| TRXAX | TRXCX | TRXIX | Catalyst/MAP Global Balanced Fund |
| HIIFX | HIICX | HIIIX | Catalyst/SMH High Income Fund |
| TRIFX | TRICX | TRIIX | Catalyst/SMH Total Return Income Fund |
Investments in mutual funds involve risks. Performance is historic and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Investors should carefully consider investment objectives, risks, charges and expenses before investing. This and other important information is contained in a Fund’s prospectus. To obtain the most recent month end performance information or a Fund’s prospectus, please call, toll free, at 1-866-447-4228. You can also obtain a prospectus at www.CatalystMF.com.
There is no guarantee that any of the funds will achieve their objectives, generate profits or avoid losses. Alternative investments may not be suitable for all investors and an investment in alternative funds is suitable only for investors who can bear the risks associated with the illiquidity of the fund’s shares and should be viewed as a long-term investment. When a mutual fund Invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. In general, the price of a fixed income security falls when interest rates rise.
