Catalyst Hedged Commodity Fund the Top Broad Basket Commodity Fund in 2018

 In News

The Catalyst Hedged Commodity Fund (CFHIX) edged out stiff competition in 2018 to claim the top spot for the one year period in the Morningstar Commodities Broad Basket category. The Fund finished 2018 with a 0.45% return, the only fund out of 117 funds in the category to generate a positive return1.

1Source: Morningstar

Performance (%): Ending December 31, 2018

Annualized if greater than a year

Share Class/Benchmark 3 Months 6 Months YTD 1 Year 3 Year Since Inception*
Class A 7.87 2.86 0.15 0.15 4.56 3.97
Class C 7.62 2.45 -0.55 -0.55 3.76 3.21
Class I 7.96 2.96 0.45 0.45 4.81 4.23
S&P 500 TR Index -13.52 -6.85 -4.38 -4.38 9.26 10.80
Bloomberg Commodity Index TR -9.41 -11.24 -11.25 -11.25 0.30 -3.10
Class A w/ Sales Charge 1.63 -3.09 -5.58 -5.58 2.50 2.10
*Inception: 9/30/2015

The Fund’s maximum sales charge for Class “A” shares is 5.75%. 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. Gross expense ratios are 2.63%, 3.38%, and 2.38% for class A, C and I shares respectively. To obtain the most recent month end performance information or the Fund’s prospectus please call the Fund, toll free at 1-866-447-4228. You can also obtain a prospectus at

There is no assurance that the Fund will achieve its investment objective.

Important Risk Considerations:

Investors should carefully consider the investment objectives, risks, charges and expenses of the Catalyst Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-447-4228 or at The prospectus should be read carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Catalyst Capital Advisors, LLC is not affiliated with Northern Lights Distributors, LLC.

Investing in the Fund carries certain risks. The Fund will invest a percentage of its assets in derivatives, such as futures and options contracts. The use of such derivatives and the resulting high portfolio turnover may expose the Fund to additional risks that it would not be subject to if it invested directly in the securities and commodities underlying those derivatives. The Fund may experience losses that exceed those experienced by funds that do not use futures contracts, options and hedging strategies. Investing in commodities markets may subject the Fund to greater volatility than investments in traditional securities. Changes in interest rates and the liquidity of certain investments could affect the Fund’s overall performance. The Fund is non-diversified and as a result, changes in the value of a single security may have significant effect on the Fund’s value. Other risks include U.S. Government securities risks and investments in fixed income securities. Typically, a rise in interest rates causes a decline in the value of fixed income securities or derivatives owned by the Fund. Furthermore, the use of leveraging can magnify the potential for gain or loss and amplify the effects of market volatility on the Fund’s share price. The Fund is subject to regulatory change and tax risks; changes to current rules could increase costs associated with an investment in the Fund. These factors may affect the value of your investment.

© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

Please note that the Morningstar ranking is for the I share class only; other classes will have different performance characteristics due to different expense ratios. Morningstar Percentile Rankings are based on the average annual total returns of the funds in the category for the periods stated and do not include any sales charges or redemption fees. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100.


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