About MBXAX
Catalyst/Millburn Hedge Strategy Fund Class A is a mutual fund designed to pursue long-term capital appreciation through a distinctive, globally diversified approach. This fund utilizes a 100% systematic, multi-strategy model, enabling it to invest in over 125 different markets across the world. Its portfolio blends two key components: an active long/short futures and foreign exchange (FX) segment, and a strategic equity exposure segment. The active component allocates to liquid global instruments—such as currency, fixed income, stock index, and commodity futures—using quantitative, multi-factor models that adapt to various market conditions, with the aim of performing during periods of equity market stress. Meanwhile, the strategic equity portion consists mainly of passive positions in both U.S. and global exchange-traded funds, structured to maximize diversification through correlation and risk analysis. This combination allows the fund to function as both a potential return driver and a "shock-absorber" during volatile market periods. Catalyst/Millburn Hedge Strategy Fund Class A is positioned within the Macro Trading category, demonstrating a unique role as an alternative asset that can complement traditional equity investments by seeking to reduce drawdowns during challenging market environments.
Fund Family Catalyst Mutual Funds
Category Alt Long/Short Eq
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MBXAX
Share Class Class A
Index ICE BofA US 3-Month T Bill TR IX
MBXAX had a total return of 22.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.41%.
