OIPAX : Catalyst Enhanced Core Fund Class A

OIPAX is a US Stocks Market Large Blend with HIGH fees.


Catalyst Enhanced Core Fund Class A

FI Score

13 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

13% FI Score
  • oipax
  • Mutual Fund
  • US Stocks
  • Large Blend

Catalyst Enhanced Core Fund Class A

Expenses: 2.01% (Better than 0% of similar funds)

This is a bad choice for a Large Blend 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 in futures contracts on the S&P 500 Index. Through its investment in index futures, the manager attempts to provide a return (before fees and expenses) that approximates the performance of the index. The fund also invests, directly or indirectly through investment in other mutual funds and ETFs, in a portfolio of fixed income securities and engages in short-term trading of the equity securities of initial public offerings of U.S. companies ("IPOs") with the objective to provide additional return over the long term. The fund is non-diversified.

Largest Holdings

Amount Holding
19.64% Carvana Co 8.88%
9.07% Palo Alto Networks Inc 0.75%
5.57% Pennymac Corporation 5.5%
4.87% Oppenheimer Holdings Inc. 6.75%
4.72% Arbor Realty Trust, Inc. 4.75%
4.54% TransDigm, Inc. 7.5%
4.11% 8X8 Inc New 0.5%
4.03% Air Transport Services Group Inc. 1.12%
3.79% Splunk Inc 0.5%
3.70% Blackstone Mortgage Trust, Inc 4.75%
3.56% FireEye Inc 0.88%
2.73% Wayfair Inc 1%
2.60% Granite Point Mortgage Trust Inc 6.38%
0.51% Netflix, Inc. 6.38%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo