About MBXIX
Catalyst/Millburn Hedge Strategy Fund Class I is a diversified mutual fund pursuing long-term capital appreciation through a systematic, multi-strategy approach. It targets a broad universe, with exposure to more than 125 global markets, and invests across equity, currency, and interest rate instruments as well as commodity futures spanning energy, metals, and agriculture. The fund employs a dual-component structure: an active long/short segment utilizes quantitative, multi-factor models to manage futures and foreign exchange positions, dynamically adapting to varying market environments and with potential to perform during equity market stress; meanwhile, the strategic equity segment maintains relatively passive positions in a wide array of global and U.S. exchange-traded funds, primarily seeking diversification based on correlation and risk analysis. This two-pronged philosophy aims to outperform conventional long-only equities, with an emphasis on limiting drawdowns during turbulent periods. The fund’s design positions it within the macro trading space, offering investors exposure to alternative strategies and risk premia not typically accessible through traditional funds, thereby serving a distinctive role in portfolio diversification and volatility mitigation within the broader financial market.
Fund Family Catalyst Mutual Funds
Category Alt Long/Short Eq
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MBXIX
Share Class Class I
Index ICE BofA US 3-Month T Bill TR IX
MBXIX had a total return of 22.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.49%.
