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Catalyst/Millburn Hedge Strategy C (MBXCX)

36.58 +0.04 (+0.11%)
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Catalyst/Millburn Hedge Strategy C Overview Catalyst Mutual Funds / Macro Trading

The fund seeks to achieve its investment objective by investing in a portfolio comprised of (i) futures contracts, forward and spot contracts, and/or options on futures contracts on or related to the following sectors: currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, (the "Futures Component") and (ii) equity ETFs, common stocks (the "Equity Component"), intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.

Catalyst Mutual Funds

Fund Family

Macro Trading

Fund Category

7.47B

Net Assets

2015-12-28

Inception Date

Performance Overview: MBXCX

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Trailing returns as of 9/24/2024. Category is Macro Trading.

YTD Return

MBXCX
8.89%
Category
4.43%
 

1-Year Return

MBXCX
7.58%
Category
11.96%
 

3-Year Return

MBXCX
4.94%
Category
4.46%
 

5-Year Return

MBXCX
7.23%
Category
3.69%
 

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Holdings: MBXCX

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Top 7 Holdings (32.68% of Total Assets)

SymbolCompany% Assets
IWB
iShares Russell 1000 ETF 6.43%
IJH
iShares Core S&P Mid-Cap ETF 5.99%
FXFXX
First American Funds, Inc. - Treasury Obligations Fund 4.37%
IWM
iShares Russell 2000 ETF 4.20%
USMV
iShares MSCI USA Min Vol Factor ETF 4.08%
VWO
Vanguard Emerging Markets Stock Index Fund 3.92%
SPY
SPDR S&P 500 ETF Trust 3.69%

Sector Weightings

SectorMBXCX
Technology   21.28%
Industrials   12.11%
Healthcare   10.61%
Real Estate   6.45%
Energy   5.07%
Utilities   3.10%

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