When One Asset Class Slumps, the Catalyst Systematic Alpha Fund (ATRFX) Aims to Have a Power Hitter on Deck

As baseball season comes into full swing, we’re reminded that the top teams are built around a diverse lineup of power hitters, speedsters, great fielders, and a strong pitching rotation. At Catalyst, we believe your investment portfolio should take the same approach. In this article, we discuss the Catalyst Systematic Alpha Fund (ATRFX) and why it’s important to have a deep bench of investments that can do it all.

Highlights:

• Through ATRFX, Catalyst Funds has partnered with BNP Paribas to gain exclusive access to a portfolio of BNP Paribas Quantitative Investment Strategies, which were previously only accessible to institutional investors.
• ATRFX allocates to four asset classes: equities, fixed income, currencies, and commodities. The strategy seeks to maintain a diversified exposure to the selected asset classes and to generate positive risk-adjusted returns with low correlation to the broad markets, allowing investors to achieve true diversification.
• ATRFX is long and short, which has led to historically strong risk-adjusted returns. According to Morningstar, ATRFX’s five-year alpha is 9.26 while its category’s is -0.19 (as of March 31, 2024)
• Over the past five years, ATRFX has ranked in the number one percentile in the Morningstar Multi-Strategy Category and was given a 5-Star Overall Rating (as of March 31,2024).