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Catalyst Nasdaq-100 Hedged Equity Fund - Class C: (MF: CLPCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:43 PM ET

$11.45 USD

0.00 (NA)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.48 99
3 months -5.44 99
6 months 3.88 93
1 Year 10.87 82
3 Year 15.58 34
5 Year 5.26 73
10 Year 5.83 81

* 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 Feb 28, 2026

1 Year 11.60
5 Year 5.19
10 Year 5.08
Since Inception 4.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.93 15.85 5.61 0.15
2024 2.49 4.14 1.29 2.30
2023 15.05 10.37 -3.72 10.17
2022 -6.76 -19.44 -3.78 -4.52
2021 -2.52 6.23 1.53 6.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.4811.6010.6134.70-31.0012.264.4218.56-4.427.410.33
% Total Return Rel to Index -0.46-6.61-14.408.45-12.79-16.42-13.97-12.92-0.03-14.38-11.59
% Total Return Rel to Peer -1.26-2.900.7021.54-18.030.75-6.251.362.07-6.05-5.93
% Perf Quintile vs Peer* 5.004.000.001.005.003.005.003.002.005.005.00
% Dividends 0.000.000.000.000.000.000.000.050.010.010.00
% Yield 0.000.000.000.000.000.000.000.460.070.100.00
Capital Gains ($) 0.001.230.000.000.230.040.050.460.000.000.00
Expense Ratio 0.002.532.592.532.492.472.380.000.000.002.24

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