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 110 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2014-06-06.

CLPFX performance shows a YTD return of 13.40%. The 1-year return is 19.59% and the 5-year return is 7.24%. CLPFX dividend yield stands at 7.88%, paid annually.

CLPFX 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 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.