C
Catalyst/Millburn Hedge Strategy Fund Class C-1 MBXFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MBXFX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info MBXFX-NASDAQ Click to
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Provider Catalyst Mutual Funds
Manager/Tenure (Years) Harvey Beker (10), Barry A. Goodman (10), Grant N. Smith (10), 1 other
Website http://www.catalystmutualfunds.com
Fund Information MBXFX-NASDAQ Click to
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Fund Name Catalyst/Millburn Hedge Strategy Fund Class C-1
Category Multi-Asset Leveraged
Sub-Category Alternative Miscellaneous
Prospectus Objective Growth and Income
Inception Date Oct 30, 2020
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares MBXFX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend MBXFX-NASDAQ Click to
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Dividend Yield (Forward) 1.83%
Asset Allocation MBXFX-NASDAQ Click to
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Cash 16.74%
Stock 49.72%
U.S. Stock 37.17%
Non-U.S. Stock 12.55%
Bond 16.49%
U.S. Bond 16.49%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 17.05%
Price History MBXFX-NASDAQ Click to
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7-Day Total Return 0.39%
30-Day Total Return 3.23%
60-Day Total Return 7.60%
90-Day Total Return 9.63%
Year to Date Total Return 13.08%
1-Year Total Return 23.32%
2-Year Total Return 15.76%
3-Year Total Return 37.01%
5-Year Total Return 40.68%
Price MBXFX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV MBXFX-NASDAQ Click to
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Nav $43.46
1-Month Low NAV $41.40
1-Month High NAV $43.47
52-Week Low NAV $35.17
52-Week Low NAV (Date) Apr 30, 2025
52-Week High NAV $43.47
52-Week High Price (Date) Apr 23, 2026
Beta / Standard Deviation MBXFX-NASDAQ Click to
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Beta 0.08
Standard Deviation 8.32
Balance Sheet MBXFX-NASDAQ Click to
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Total Assets 9.48B
Operating Ratios MBXFX-NASDAQ Click to
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Expense Ratio 3.00%
Turnover Ratio 19.00%
Performance MBXFX-NASDAQ Click to
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Last Bull Market Total Return 16.06%
Last Bear Market Total Return -1.50%