Catalystmillburn Hedge Strategy Fund Quote

MBXCX Fund  USD 38.35  0.03  0.08%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Catalystmillburn is trading at 38.35 as of the 22nd of July 2025; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 38.32. Catalystmillburn has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio comprised of futures contracts, forward and spot contracts, andor options on futures contracts on or related to the following sectors currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and equity ETFs, common stocks , intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.. More on Catalystmillburn Hedge Strategy

Moving together with Catalystmillburn Mutual Fund

  0.96HIICX Catalystsmh High IncomePairCorr
  0.95HIIFX Catalystsmh High IncomePairCorr
  0.94HIIIX Catalystsmh High IncomePairCorr
  0.85MLXCX Catalyst Mlp InfrastPairCorr
  0.89MLXAX Catalyst Mlp InfrastPairCorr
  0.86MLXIX Catalyst Mlp InfrastPairCorr

Moving against Catalystmillburn Mutual Fund

  0.94CWXCX CatalystwarringtonPairCorr
  0.92CWXIX CatalystwarringtonPairCorr
  0.92CWXAX CatalystwarringtonPairCorr

Catalystmillburn Mutual Fund Highlights

Fund ConcentrationCatalyst Mutual Funds, Large Blend Funds, Macro Trading, Catalyst Mutual Funds, Large, Macro Trading (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Catalystmillburn Hedge Strategy [MBXCX] is traded in USA and was established 22nd of July 2025. Catalystmillburn is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Catalyst Mutual Funds family. This fund now has accumulated 6.07 B in assets with no minimum investment requirementsCatalystmillburn Hedge is currently producing year-to-date (YTD) return of 2.24% with the current yeild of 0.01%, while the total return for the last 3 years was 5.17%.
Check Catalystmillburn Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalystmillburn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalystmillburn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystmillburn Hedge Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Catalystmillburn Hedge Strategy Mutual Fund Constituents

IJHiShares Core SPEtfMid-Cap Blend
IJRiShares Core SPEtfSmall Blend
IWBiShares Russell 1000EtfLarge Blend
IWMiShares Russell 2000EtfSmall Blend
IWRiShares Russell Mid CapEtfMid-Cap Blend
VBVanguard Small Cap IndexEtfSmall Blend
VNQVanguard Real EstateEtfReal Estate
VOVanguard Mid Cap IndexEtfMid-Cap Blend
More Details

Catalystmillburn Hedge Risk Profiles

Catalystmillburn Against Markets

Other Information on Investing in Catalystmillburn Mutual Fund

Catalystmillburn financial ratios help investors to determine whether Catalystmillburn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalystmillburn with respect to the benefits of owning Catalystmillburn security.
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