Nasdaq - Delayed Quote USD

Catalyst/Aspect Enhanced Multi-Asset C (CASCX)

11.46 +0.05 (+0.44%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.40%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Apr 19, 2024) --
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CASCX
Category
YTD
17.60%
8.60%
1-Month
5.00%
0.11%
3-Month
17.60%
4.82%
1-Year
0.00%
25.33%
3-Year
0.00%
8.02%
5-Year
0.00%
8.06%
10-Year
0.00%
6.03%
Last Bull Market
0.00%
13.54%
Last Bear Market
0.00%
-13.20%

Annual Total Return (%) History

Year
CASCX
Category
2024
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 17.60% -- -- --

Rank in Category (By Total Return)

YTD 1
1-Month 5
3-Month 1
1-Year --
3-Year --
5-Year --

Load Adjusted Returns

Performance & Risk

YTD Return 14.40%
5y Average Return 0.00%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category World Allocation
Fund Family Catalyst Mutual Funds
Net Assets 18.78M
YTD Return 17.60%
Yield --
Morningstar Rating --
Inception Date Dec 28, 2023

Fund Summary

The fund seeks to achieve its investment objective by investing in a portfolio composed of two components: (i) a “Managed Futures Component” consisting of global financial and commodity futures, currency forwards and other derivative contracts on or related to sectors or assets classes including currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and (ii) a “60/40 Component” consisting of a portfolio investing in U.S. equity and U.S. fixed income markets through financial futures and U.S. bond ETFs. The fund is non-diversified.

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