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Catalyst Nasdaq-100 Hedged Equity Fund Class A: (MF: CLPAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 06:24 PM ET

$15.13 USD

+0.01 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 15.52 2
3 months 1.30 9
6 months 22.90 1
1 Year 15.91 9
3 Year 16.91 30
5 Year 7.87 36
10 Year 7.85 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 9.61
5 Year 6.67
10 Year 7.24
Since Inception 6.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.01 21.32 1.30 NA
2025 -8.79 16.10 5.78 0.34
2024 2.55 4.40 1.51 2.51
2023 15.29 10.65 -3.54 10.45
2022 -6.59 -19.32 -3.54 -4.45
2021 -2.39 6.52 1.70 6.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.5112.3911.4235.92-30.5513.105.2919.42-3.658.191.32
% Total Return Rel to Index 2.77-5.82-13.599.67-12.34-15.58-13.10-12.060.74-13.59-10.61
% Total Return Rel to Peer 8.21-2.111.5022.76-17.581.59-5.392.222.84-5.26-4.94
% Perf Quintile vs Peer* 1.004.003.001.005.003.005.003.001.005.005.00
% Dividends 0.000.000.000.000.000.000.000.110.020.000.00
% Yield 0.000.000.000.000.000.000.000.970.280.010.00
Capital Gains ($) 0.001.230.000.000.230.040.060.470.000.000.00
Expense Ratio 1.831.781.841.781.741.721.631.601.510.001.51

* 1 = Top 20%, 5 = Bottom 20%