CPEIX Mutual Fund
CPEIX Mutual Fund
Catalyst Dynamic Alpha Fund Class I
CPEIX Mutual Fund Overview
CPEIX Mutual Fund (Catalyst Dynamic Alpha Fund Class I) is managed by Catalyst Funds with $47.8M in net assets. CPEIX expense ratio is 1.13%, holding 34 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2014-06-06.
CPEIX performance shows a YTD return of 11.97%. The 1-year return is 40.85% and the 5-year return is 14.74%. CPEIX dividend yield stands at 11.63%, paid annually.
CPEIX top holdings include Taiwan Semiconductor - Adr (8.4%), Corning Inc (6.5%), Alphabet Inc Common Stock USD 0.001 (6.1%), Amphenol Corp A (6.1%), Flex Ltd (6.0%). View all CPEIX holdings, sector breakdown, or dividend history.
CPEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.