CLPAX Mutual Fund

CLPAX Mutual Fund (CATALYST NASDAQ-100 HEDGED EQUITY FUND Class A) is managed by Catalyst Funds with $419,995.85 in net assets. CLPAX expense ratio is 1.83%, holding 109 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-31.

CLPAX performance shows a YTD return of 8.27%. The 1-year return is 13.32% and the 5-year return is 6.61%. CLPAX dividend yield stands at 8.43%, paid annually.

CLPAX top holdings include Invesco Qqq Trus (27.1%), First Am Treas Obli-X (10.1%), Nvidia Corp. (4.7%), Apple, Inc (4.3%), Microsoft Corp (3.1%). Go to all CLPAX holdings, CLPAX sectors, or CLPAX dividends.

CLPAX can be compared against other funds. Use CLPAX overlap to find shared positions, or CLPAX vs another fund for a side-by-side view. CLPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.