CWECX Mutual Fund
CWECX Mutual Fund
Catalyst/Welton Advantage Multi-Strategy Fund Class C
CWECX Mutual Fund Overview
CWECX Mutual Fund (Catalyst/Welton Advantage Multi-Strategy Fund Class C) is managed by Catalyst Funds with $344,833.21 in net assets. CWECX expense ratio is 3.02%, holding 116 positions across sectors including Other, Financials, Information Technology. Inception date: 2020-08-31.
CWECX performance shows a YTD return of -7.88%. The 1-year return is -3.56%.
CWECX top holdings include B 4/23/26 Govt (36.7%), First American Treasury Obligations Fund (32.9%), Sold JPY Bought USD 20260402 (0.9%), Apple Inc (0.5%), Pepsico Inc_None_0 (0.5%). View all CWECX holdings, sector breakdown, or dividend history.
CWECX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWECX alternatives are available via the screener, along with tax-loss harvesting opportunities.