Catalyst/Welton Advantage Multi-Strategy FundCWEIX
Type
Mutual fund
Peer group
Alternative
Net assets
$46.3M
Expense ratio
2.02%
1-year return
-6.3%
3 years, a year
—
5 years, a year
—
Holdings
116
What it aims to do.
The Fund?s investment objective is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Bills | 36.66% |
| First American Funds Inc. | 32.90% |
| Chicago Mercantile Exchange | 0.88% |
| AAPL Apple Inc. | 0.52% |
| PEP Pepsico Inc | 0.48% |
| TMUS T-Mobile US Inc | 0.43% |
| SBC AT&T Inc | 0.42% |
| BAC Bank of America Corp. | 0.40% |
| CSCO Cisco Systems, Inc. | 0.40% |
| KO Coca-Cola Co (The) | 0.39% |
More on CWEIX.
- CWEIX overview
- CWEIX holdings
- CWEIX risk
- CWEIX costs
- CWEIX money in and out
- CWEIX share classes
- Compare CWEIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.