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Catalyst/millburn Hedge Strategy Fund Class A: (MF: MBXAX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 06:49 PM ET

$44.85 USD

+0.11 (0.25%)

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 6.35 7
3 months 6.72 14
6 months 8.96 45
1 Year 10.95 82
3 Year 7.19 92
5 Year 7.86 42
10 Year 8.26 51

* 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 -1.53
5 Year 6.70
10 Year 7.37
Since Inception 7.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.81 2.27 1.88 1.77
2024 9.89 3.81 -5.15 4.59
2023 -4.48 2.68 7.10 -5.69
2022 4.16 -1.33 3.19 1.32
2021 7.35 9.41 -6.34 6.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.354.1213.17-0.937.4616.62-0.7613.60-2.4213.6817.75
% Total Return Rel to Index 2.53-14.09-11.84-27.1725.66-12.05-19.16-17.881.97-8.115.82
% Total Return Rel to Peer 1.74-10.383.25-14.0920.425.11-11.44-3.594.070.2111.48
% Perf Quintile vs Peer* 1.005.000.005.001.002.005.004.001.003.001.00
% Dividends 0.000.000.640.551.420.001.201.600.450.000.35
% Yield 0.000.001.560.003.610.003.694.671.390.001.14
Capital Gains ($) 0.000.000.290.141.290.000.000.000.471.060.17
Expense Ratio 0.002.162.192.172.202.222.192.182.142.132.08

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