CLPFX Mutual Fund
CLPFX Mutual Fund
CATALYST NASDAQ-100 HEDGED EQUITY FUND Class I
CLPFX Mutual Fund Overview
CLPFX Mutual Fund (CATALYST NASDAQ-100 HEDGED EQUITY FUND Class I) is managed by Catalyst Funds with $11.0M in net assets. CLPFX expense ratio is 1.58%, holding 109 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-06-06.
CLPFX performance shows a YTD return of 14.49%. The 1-year return is 21.34% and the 5-year return is 8.83%. CLPFX dividend yield stands at 7.80%, paid annually.
CLPFX 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 CLPFX holdings, sector breakdown, or dividend history.
CLPFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.