Catalystmillburn Hedge Strategy Fund Quote
| MBXAX Fund | USD 38.25 0.07 0.18% |
PerformanceVery Weak
| Odds Of DistressLow
|
Catalyst/millburn is trading at 38.25 as of the 26th of March 2025; that is 0.18% up since the beginning of the trading day. The fund's open price was 38.18. Catalyst/millburn has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio comprised of futures contracts, forward and spot contracts, andor options on futures contracts on or related to the following sectors currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and equity ETFs, common stocks , intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.. More on Catalystmillburn Hedge Strategy
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Catalyst/millburn Mutual Fund Highlights
| Thematic Idea | Emerging Markets Funds (View all Themes) |
| Fund Concentration | Catalyst Mutual Funds, Large Blend Funds, Macro Trading Funds, Emerging Markets Funds, Macro Trading, Catalyst Mutual Funds, Large, Tactical Allocation (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmillburn Hedge Strategy [MBXAX] is traded in USA and was established 26th of March 2025. Catalyst/millburn is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Catalyst Mutual Funds family. The entity is thematically classified as Emerging Markets Funds. This fund now has accumulated 6.07 B in assets with no minimum investment requirementsCatalystmillburn Hedge is currently producing year-to-date (YTD) return of 0.57% with the current yeild of 0.02%, while the total return for the last 3 years was 4.19%.
Check Catalyst/millburn Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalyst/millburn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalyst/millburn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystmillburn Hedge Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalystmillburn Hedge Strategy Mutual Fund Constituents
| IJH | iShares Core SP | Etf | Mid-Cap Blend | |
| IJR | iShares Core SP | Etf | Small Blend | |
| IWB | iShares Russell 1000 | Etf | Large Blend | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| IWR | iShares Russell Mid Cap | Etf | Mid-Cap Blend | |
| VB | Vanguard Small Cap Index | Etf | Small Blend | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend |
Catalystmillburn Hedge Risk Profiles
| Mean Deviation | 0.498 | |||
| Standard Deviation | 0.6585 | |||
| Variance | 0.4336 | |||
| Risk Adjusted Performance | (0.03) |
Catalyst/millburn Against Markets
Other Information on Investing in Catalyst/millburn Mutual Fund
Catalyst/millburn financial ratios help investors to determine whether Catalyst/millburn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst/millburn with respect to the benefits of owning Catalyst/millburn security.
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