CWEIX Mutual Fund (Catalyst/Welton Advantage Multi-Strategy Fund Class I) is managed by Catalyst Funds with $44.5M in net assets. CWEIX expense ratio is 2.02%, holding 116 positions across sectors including Other, Financials, Information Technology. Inception date: 2020-08-31.

CWEIX performance shows a YTD return of -7.47%. The 1-year return is -2.64%.

CWEIX top holdings include B 4/23/26 Govt (36.7%), First American Treasury Obligations Fund (32.9%), C$ Currency Fut Jun26 (0.9%), Apple Inc (0.5%), Pepsico Inc_None_0 (0.5%). View all CWEIX holdings, sector breakdown, or dividend history.

CWEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.