CPEIX Mutual Fund
CPEIX Mutual Fund
CPEIX Mutual Fund
Catalyst Dynamic Alpha Fund Class I
CPEIX Mutual Fund Overview
CPEIX Mutual Fund (Catalyst Dynamic Alpha Fund Class I) is managed by Catalyst Funds with $47.8M in net assets. CPEIX expense ratio is 1.13%, holding 34 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2014-06-06.
CPEIX performance shows a YTD return of 16.69%. The 1-year return is 23.55% and the 5-year return is 11.37%. CPEIX dividend yield stands at 13.09%, paid annually.
CPEIX 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 CPEIX holdings, CPEIX sectors, or CPEIX dividends.
CPEIX can be compared against other funds. Use CPEIX overlap to find shared positions, or CPEIX vs another fund for a side-by-side view. CPEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.