CWEAX Mutual Fund (Catalyst/Welton Advantage Multi-Strategy Fund Class A) is managed by Catalyst Funds with $212,580.18 in net assets. CWEAX expense ratio is 2.27%, holding 116 positions across sectors including Other, Financials, Information Technology. Inception date: 2020-08-31.

CWEAX performance shows a YTD return of -7.57%. The 1-year return is -2.86%.

CWEAX 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 CWEAX holdings, sector breakdown, or dividend history.

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