CLPFX Mutual Fund

CLPFX Mutual Fund (CATALYST NASDAQ-100 HEDGED EQUITY FUND Class I) is managed by Catalyst Funds with $11.7M 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 8.38%. The 1-year return is 13.65% and the 5-year return is 6.88%. CLPFX dividend yield stands at 8.24%, paid annually.

CLPFX 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 CLPFX holdings, CLPFX sectors, or CLPFX dividends.

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