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Catalyst Dynamic Alpha Fund Class C: (MF: CPECX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:57 PM ET

$18.31 USD

-0.02 (-0.11%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.06 29
3 months 3.55 38
6 months 8.82 29
1 Year 19.05 20
3 Year 15.74 57
5 Year 8.98 64
10 Year 11.73 68

* 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 9.23
5 Year 8.40
10 Year 9.80
Since Inception 12.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.12 13.91 9.59 -2.64
2024 16.16 -1.38 2.56 3.13
2023 1.37 8.61 -7.41 10.45
2022 -6.24 -14.19 -2.13 7.33
2021 -0.13 3.45 1.01 13.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.069.2321.1712.59-15.4918.8820.0710.35-4.7925.927.11
% Total Return Rel to Index 2.07-8.98-3.84-13.652.70-9.791.67-21.13-0.404.13-4.82
% Total Return Rel to Peer 1.99-3.471.78-10.404.20-3.170.15-18.072.065.25-0.70
% Perf Quintile vs Peer* 2.004.000.005.002.004.003.005.003.002.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.452.200.000.226.670.000.003.380.510.00
Expense Ratio 0.002.132.142.132.132.132.142.122.102.102.10

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