CPEIX : Catalyst Dynamic Alpha Fund Class I

CPEIX is a US Stocks Market Large Growth with HIGH fees.

CPEIX

Catalyst Dynamic Alpha Fund Class I

FI Score

30 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

30% FI Score
  • cpeix
  • Mutual Fund
  • US Stocks
  • Large Growth

Catalyst Dynamic Alpha Fund Class I

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts ("REITs") and American Depositary Receipts ("ADRs"). Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities defined as common stocks, REITs and ADRs. It is non-diversified.

Largest Holdings

Amount Holding
7.02% American Tower Corp
5.72% DocuSign Inc
5.14% Vertex Pharmaceuticals Inc
5.07% Aon Plc (Uk)
5.03% Procter & Gamble Co
4.98% Lockheed Martin Corp
4.70% Blackstone Group Inc
4.65% Amazon.com Inc
4.52% Paycom Software Inc
4.47% Teradyne Inc
4.11% Eli Lilly and Co
4.11% Citrix Systems Inc
3.75% Moody's Corporation
3.57% Akamai Technologies Inc
3.47% KLA Corp
3.45% The Western Union Co
3.42% The Hershey Co
3.38% Intel Corp
3.14% Coca-Cola Co
3.03% Netflix Inc
2.94% Sanofi SA ADR
2.69% DexCom Inc
2.55% DaVita Inc
2.49% UnitedHealth Group Inc
1.97% NetEase Inc ADR

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