CWEIX Mutual Fund
CWEIX Mutual Fund
CWEIX Mutual Fund
Catalyst/Welton Advantage Multi-Strategy Fund Class I
CWEIX Mutual Fund Overview
CWEIX Mutual Fund (Catalyst/Welton Advantage Multi-Strategy Fund Class I) is managed by Catalyst Funds with $44.2M in net assets. CWEIX expense ratio is 2.02%, holding 116 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-08-31.
CWEIX performance shows a YTD return of -9.68%. The 1-year return is -3.10%.
CWEIX top holdings include CAISSE AMORTISSEMENT DE LA DETTE S MTN RegS 3.25% May 25, 2033 (36.7%), First Am Treas Obli-X (32.9%), C$ Currency Fut Jun26 (0.9%), Apple, Inc (0.5%), Pepsico Inc. (0.5%). Go to all CWEIX holdings, CWEIX sectors, or CWEIX dividends.
CWEIX can be compared against other funds. Use CWEIX overlap to find shared positions, or CWEIX vs another fund for a side-by-side view. CWEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.