CLPFX Mutual Fund

CLPFX Mutual Fund (Catalyst Nasdaq-100 Hedged Income Fund Class I) is managed by Catalyst Funds with $15.1M in net assets. CLPFX expense ratio is 1.58%, holding 110 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-06-06.

CLPFX performance shows a YTD return of 11.51%. The 1-year return is 5.53% and the 5-year return is 6.80%. CLPFX dividend yield stands at 8.01%, paid annually.

CLPFX top holdings include Invesco QQQ Trus (31.5%), First Am Treas Obli-X (10.9%), NVIDIA Corp (3.8%), Apple Inc (3.3%), Micron Technology Inc (2.8%). Go to all CLPFX holdings, CLPFX sectors, or CLPFX dividends.

CLPFX can be compared against other funds. Use CLPFX overlap to find shared positions, or CLPFX vs another fund for a side-by-side view. CLPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.