CPEAX Mutual Fund

CPEAX Mutual Fund (Catalyst Dynamic Alpha Fund Class A) is managed by Catalyst Funds with $67.0M in net assets. CPEAX expense ratio is 1.38%, holding 34 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2011-12-22.

CPEAX performance shows a YTD return of 16.52%. The 1-year return is 23.21% and the 5-year return is 11.09%. CPEAX dividend yield stands at 13.51%, paid annually.

CPEAX top holdings include Taiwan Semiconductor - Adr (8.4%), Corning Inc. (6.5%), Alphabet Inc Common Stock USD 0.001 (6.1%), Amphenol Corp. Class A (6.1%), Flex Ltd (6.0%). Go to all CPEAX holdings, CPEAX sectors, or CPEAX dividends.

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