Funds
With 18 open-end funds available across a broad array of investment strategies, we are recognized as a leader in providing intelligent alternative investment solutions.
Alternative/Hedged Strategies
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 | |
| CLPAX, CLPCX, CLPFX | |
| ATRAX, ATRCX, ATRFX | |
| CASAX, CASCX, CASIX | |
| MBXAX, MBXCX, MBXIX | |
| CWXAX, CWXCX, CWXIX | |
| CWEAX, CWECX, CWEIX |
Equity-Oriented Strategies
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 | |
| INSAX, INSCX, INSIX | |
| MLXAX, MLXCX, MLXIX | |
| CLTAX, CLTCX, CLTIX | |
| CAXAX, CAXCX, CAXIX |
Income-Oriented Strategies
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 | |
| IIXAX, IIXCX, IIXIX | |
| CFRAX, CFRCX, CFRIX | |
| TRXAX, TRXCX, TRXIX | |
| HIIFX, HIICX, HIIIX | |
| TRIFX, TRICX, TRIIX |
In addition to our lineup of open-ended funds, in 2024 Catalyst began offering closed-end funds for investors who are seeking this investment vehicle. Please see below for our current closed-end offerings:
Income-Oriented Strategies
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.
| Fund Name | Ticker | NAV | Daily NAV Change | Daily % NAV Change |
|---|---|---|---|---|
| Catalyst/Warrington Strategic Program Fund | CWXIX | 9.45 | ||
| Catalyst Systematic Alpha Fund | ATRFX | 9.56 | ||
| Catalyst Nasdaq-100 Hedged Equity Fund | CLPFX | 14.22 | ||
| Catalyst Buffered Shield Fund | SHIIX | 10.61 | ||
| Catalyst/Millburn Hedge Strategy Fund | MBXIX | 39.61 | ||
| Catalyst Dynamic Alpha Fund | CPEIX | 24.32 | ||
| Catalyst Insider Buying Fund | INSIX | 24.58 | ||
| Catalyst Energy Infrastructure Fund | MLXIX | 28.25 | ||
| Catalyst/Lyons Tactical Allocation Fund | CLTIX | 16.18 | ||
| Catalyst/MAP Global Equity Fund | CAXIX | 19.33 | ||
| Catalyst/CIFC Senior Secured Income Fund | CFRIX | 9.25 | ||
| Catalyst Insider Income Fund | IIXIX | 9.28 | ||
| Catalyst/MAP Global Balanced Fund | TRXIX | 12.21 | ||
| Catalyst/SMH High Income Fund | HIIIX | 3.78 | ||
| Catalyst/SMH Total Return Income Fund | TRIIX | 4.73 | ||
| Catalyst Enhanced Income Strategy Fund | EIXIX | 7.54 | ||
| Catalyst/Aspect Enhanced Multi-Asset Fund | CASIX | 9.13 | ||
| Catalyst Strategic Income Opportunities Fund | No Data | No Data | No Data | No Data |
| Catalyst/Welton Advantage Multi-Strategy Fund | CWEIX | 16.71 |
| Fund Name | Ticker | NAV | Daily NAV Change | Daily % NAV Change |
|---|---|---|---|---|
| Catalyst/Warrington Strategic Program Fund | CWXAX | 9.23 | ||
| Catalyst Systematic Alpha Fund | ATRAX | 9.8 | ||
| Catalyst Nasdaq-100 Hedged Equity Fund | CLPAX | 13.95 | ||
| Catalyst Buffered Shield Fund | SHIEX | 10.52 | ||
| Catalyst/Millburn Hedge Strategy Fund | MBXAX | 39.27 | ||
| Catalyst Dynamic Alpha Fund | CPEAX | 23.72 | ||
| Catalyst Insider Buying Fund | INSAX | 23.92 | ||
| Catalyst Energy Infrastructure Fund | MLXAX | 28.11 | ||
| Catalyst/Lyons Tactical Allocation Fund | CLTAX | 16.12 | ||
| Catalyst/MAP Global Equity Fund | CAXAX | 19.27 | ||
| Catalyst/CIFC Senior Secured Income Fund | CFRAX | 9.24 | ||
| Catalyst Insider Income Fund | IIXAX | 9.27 | ||
| Catalyst/MAP Global Balanced Fund | TRXAX | 12.2 | ||
| Catalyst/SMH High Income Fund | HIIFX | 3.77 | ||
| Catalyst/SMH Total Return Income Fund | TRIFX | 4.75 | ||
| Catalyst Enhanced Income Strategy Fund | EIXAX | 7.54 | ||
| Catalyst/Aspect Enhanced Multi-Asset Fund | CASAX | 9.1 | ||
| Catalyst Strategic Income Opportunities Fund | No Data | No Data | No Data | No Data |
| Catalyst/Welton Advantage Multi-Strategy Fund | CWEAX | 16.51 |
| Fund Name | Ticker | NAV | Daily NAV Change | Daily % NAV Change |
|---|---|---|---|---|
| Catalyst/Warrington Strategic Program Fund | CWXCX | 8.61 | ||
| Catalyst Systematic Alpha Fund | ATRCX | 9.32 | ||
| Catalyst Nasdaq-100 Hedged Equity Fund | CLPCX | 12.75 | ||
| Catalyst Buffered Shield Fund | SHINX | 10.16 | ||
| Catalyst/Millburn Hedge Strategy Fund | MBXCX | 38.08 | ||
| Catalyst Dynamic Alpha Fund | CPECX | 20.27 | ||
| Catalyst Insider Buying Fund | INSCX | 22.38 | ||
| Catalyst Energy Infrastructure Fund | MLXCX | 28.06 | ||
| Catalyst/Lyons Tactical Allocation Fund | CLTCX | 15.25 | ||
| Catalyst/MAP Global Equity Fund | CAXCX | 18.61 | ||
| Catalyst/CIFC Senior Secured Income Fund | CFRCX | 9.2 | ||
| Catalyst Insider Income Fund | IIXCX | 9.27 | ||
| Catalyst/MAP Global Balanced Fund | TRXCX | 11.93 | ||
| Catalyst/SMH High Income Fund | HIICX | 3.78 | ||
| Catalyst/SMH Total Return Income Fund | TRICX | 4.74 | ||
| Catalyst Enhanced Income Strategy Fund | EIXCX | 7.49 | ||
| Catalyst/Aspect Enhanced Multi-Asset Fund | CASCX | 9.03 | ||
| Catalyst Strategic Income Opportunities Fund | No Data | No Data | No Data | No Data |
| Catalyst/Welton Advantage Multi-Strategy Fund | CWECX | 16.04 |
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.
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