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 110 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-31.

CLPCX performance shows a YTD return of 12.62%. The 1-year return is 18.43% and the 5-year return is 6.21%. CLPCX dividend yield stands at 8.98%, paid annually.

CLPCX top holdings include Invesco Qqq Trus (31.5%), First Am Treas Obli-X (10.9%), Nvidia Corp (3.8%), Apple, Inc (3.3%), Micron Technology, Inc. (2.8%). 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.