About MBXCX
Catalyst/Millburn Hedge Strategy Fund Class C is a diversified mutual fund that aims for long-term capital appreciation through a systematic, multi-strategy approach. The fund blends both active and passive investment strategies to outperform traditional long-only equity funds, with an emphasis on reducing drawdowns during periods of market stress. Its portfolio spans global equities, currencies, interest rate instruments, and futures contracts across commodities, including the energy, metals, and agricultural sectors. The fund’s core features include an active long/short futures and foreign exchange component, driven by multi-factor quantitative models, which seeks to capitalize on opportunities throughout various market conditions. Additionally, a strategic equity exposure component comprises mainly global and U.S. exchange-traded funds, promoting broad diversification through passive, buy-and-hold positions determined by correlation and risk analysis. This structure allows the fund to participate in over 125 global markets, providing exposure to a wide range of liquid instruments. Within the financial market, the fund serves as an alternative investment vehicle, offering the potential for portfolio diversification and resilience during volatile or adverse economic cycles.
Fund Family Catalyst Mutual Funds
Category Alt Long/Short Eq
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MBXCX
Index ICE BofA US 3-Month T Bill TR IX
MBXCX had a total return of 5.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.04%.
