CLPAX Mutual Fund
CLPAX Mutual Fund
CATALYST NASDAQ-100 HEDGED EQUITY FUND Class A
CLPAX Mutual Fund Overview
CLPAX Mutual Fund (CATALYST NASDAQ-100 HEDGED EQUITY FUND Class A) is managed by Catalyst Funds with $367,994.28 in net assets. CLPAX expense ratio is 1.83%, holding 109 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-31.
CLPAX performance shows a YTD return of 14.37%. The 1-year return is 21.00% and the 5-year return is 8.55%. CLPAX dividend yield stands at 7.98%, paid annually.
CLPAX top holdings include Invesco Qqq Trust 1 (27.1%), First American Treasury Obligations Fund (10.1%), Nvidia Corp (4.7%), Apple Inc (4.3%), Microsoft Corp 4.100 Feb 06 37 (3.1%). View all CLPAX holdings, sector breakdown, or dividend history.
CLPAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.