Catalyst Exceed Defined Fund Quote
| CLPCX Fund | USD 10.71 0.04 0.37% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Catalyst Exceed is trading at 10.71 as of the 19th of April 2024; that is -0.37 percent decrease since the beginning of the trading day. The fund's open price was 10.75. Catalyst Exceed has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Catalyst Exceed Defined are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of April 2023 and ending today, the 19th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index . The NDX is a large-capitalization growth index comprised of the 100 largest domestic and international non-financial companies listed on the Nasdaq Stock Market based on market capitalization.. More on Catalyst Exceed Defined
Moving against Catalyst Mutual Fund
| 0.68 | CWXCX | Catalystwarrington | PairCorr |
| 0.63 | CWXIX | Catalystwarrington | PairCorr |
| 0.58 | CWXAX | Catalystwarrington | PairCorr |
Catalyst Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Catalyst Exceed's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Catalyst Exceed or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Catalyst Mutual Funds, Large Growth Funds, Options Trading Funds, Options Trading, Catalyst Mutual Funds, Large Growth, Derivative Income (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalyst Exceed Defined [CLPCX] is traded in USA and was established 19th of April 2024. Catalyst Exceed is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 13.16 M in assets under management (AUM) with no minimum investment requirementsCatalyst Exceed Defined is currently producing year-to-date (YTD) return of 1.2%, while the total return for the last 3 years was 1.36%.
Check Catalyst Exceed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalyst Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalyst Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalyst Exceed Defined Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalyst Exceed Defined Mutual Fund Constituents
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| SPSB | SPDR Barclays Short | Etf | Short-Term Bond |
| QQQ | Invesco QQQ Trust | Etf | Large Growth |
| PULS | PGIM Ultra Short | Etf | Ultrashort Bond |
| NVDA | NVIDIA | Stock | Information Technology |
Catalyst Exceed Target Price Odds Analysis
Based on a normal probability distribution, the odds of Catalyst Exceed jumping above the current price in 90 days from now is close to 99%. The Catalyst Exceed Defined probability density function shows the probability of Catalyst Exceed mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Catalyst Exceed has a beta of 0.7568 suggesting as returns on the market go up, Catalyst Exceed average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Catalyst Exceed Defined will be expected to be much smaller as well. Additionally, catalyst Exceed Defined has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Catalyst Exceed to move above the current price in 90 days from now is close to 99 (This Catalyst Exceed Defined probability density function shows the probability of Catalyst Mutual Fund to fall within a particular range of prices over 90 days) .
Catalyst Exceed Defined Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Catalyst Exceed market risk premium is the additional return an investor will receive from holding Catalyst Exceed long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Catalyst Exceed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Catalyst Exceed's alpha and beta are two of the key measurements used to evaluate Catalyst Exceed's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5996 | |||
| Standard Deviation | 0.7613 | |||
| Variance | 0.5796 | |||
| Risk Adjusted Performance | (0) |
Catalyst Exceed Against Markets
Picking the right benchmark for Catalyst Exceed mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Catalyst Exceed mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Catalyst Exceed is critical whether you are bullish or bearish towards Catalyst Exceed Defined at a given time. Please also check how Catalyst Exceed's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Catalyst Exceed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Catalyst Mutual Fund?
Before investing in Catalyst Exceed, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Catalyst Exceed. To buy Catalyst Exceed fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Catalyst Exceed. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Catalyst Exceed fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Catalyst Exceed Defined fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Catalyst Exceed Defined fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Catalyst Exceed Defined, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Catalyst Exceed Defined?
The danger of trading Catalyst Exceed Defined is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Catalyst Exceed is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Catalyst Exceed. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Catalyst Exceed Defined is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Catalyst Exceed Defined. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Catalyst Exceed Defined information on this page should be used as a complementary analysis to other Catalyst Exceed's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.