CLPCX Mutual Fund

CLPCX Mutual Fund (CATALYST NASDAQ-100 HEDGED EQUITY FUND Class C) is managed by Catalyst Funds with $1.6M in net assets. CLPCX expense ratio is 2.58%, holding 109 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-31.

CLPCX performance shows a YTD return of 7.76%. The 1-year return is 12.51% and the 5-year return is 5.86%. CLPCX dividend yield stands at 9.39%, paid annually.

CLPCX 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 CLPCX holdings, CLPCX sectors, or CLPCX dividends.

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