MBXAX Mutual Fund
MBXAX Mutual Fund
Catalyst/Millburn Hedge Strategy Fund Class A
MBXAX Mutual Fund Overview
MBXAX Mutual Fund (Catalyst/Millburn Hedge Strategy Fund Class A) is managed by Catalyst Funds with $658.6M in net assets. MBXAX expense ratio is 2.25%, holding 6467 positions across sectors including Financials, Unknown, Other. Inception date: 2015-12-28.
MBXAX performance shows a YTD return of 14.82%. The 1-year return is 20.13% and the 5-year return is 7.61%.
MBXAX top holdings include Us Treasury N/B 08/26 1.5 (18.9%), U.S. Treasury Note, 1.62%, Due 05/15/2026 (16.5%), First American Treasury Obligations Fund (6.7%), Ishares Russell 1000 ETF (6.2%), Ishares Core S&P Mid-cap ETF (5.9%). View all MBXAX holdings, sector breakdown, or dividend history.
MBXAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.