Catalyst Nasdaq - 100 Hedged Equity FundCLPFX

MUTUAL FUNDCatalyst
Type
Mutual fund
Peer group
Alternative
Net assets
$11.9M
Expense ratio
1.58%
1-year return
+16.1%
3 years, a year
+11.8%
5 years, a year
+5.4%
Holdings
109

What it aims to do.

The Fund?s investment objective is long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Invesco QQQ Trust, Series 127.15%
First American Funds Inc.10.12%
NVDA NVIDIA Corp.4.66%
AAPL Apple Inc.4.28%
MSFT Microsoft Corp.3.06%
AMZN Amazon.com, Inc.2.54%
Option Issuer2.22%
TSLA Tesla Inc2.13%
WMT Walmart Inc1.97%
GOOGL Alphabet Inc.1.89%

More on CLPFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.