MBXIX Mutual Fund
MBXIX Mutual Fund
Catalyst/Millburn Hedge Strategy Fund Class I
MBXIX Mutual Fund Overview
MBXIX Mutual Fund (Catalyst/Millburn Hedge Strategy Fund Class I) is managed by Catalyst Funds with $9.50B in net assets. MBXIX expense ratio is 2.00%, holding 6467 positions across sectors including Financials, Unknown, Other. Inception date: 2015-12-29.
MBXIX performance shows a YTD return of 14.97%. The 1-year return is 20.45% and the 5-year return is 7.88%.
MBXIX 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 MBXIX holdings, sector breakdown, or dividend history.
MBXIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBXIX alternatives are available via the screener, along with tax-loss harvesting opportunities.