Catalystmillburn Hedge Strategy Fund Quote
| MBXCX Fund | USD 38.29 0.44 1.16% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Catalyst/millburn is trading at 38.29 as of the 25th of April 2024; that is 1.16 percent increase since the beginning of the trading day. The fund's open price was 37.85. Catalyst/millburn has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Catalystmillburn Hedge Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2022 and ending today, the 25th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a portfolio comprised of futures contracts, forward and spot contracts, andor options on futures contracts on or related to the following sectors currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, and equity ETFs, common stocks , intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.. More on Catalystmillburn Hedge Strategy
Moving together with Catalyst/millburn Mutual Fund
| 0.62 | HIICX | Catalystsmh High | PairCorr |
| 0.82 | MLXCX | Catalyst Mlp Infrast | PairCorr |
| 0.82 | MLXAX | Catalyst Mlp Infrast | PairCorr |
| 0.83 | MLXIX | Catalyst Mlp Infrast | PairCorr |
Catalyst/millburn 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/millburn's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Catalyst/millburn 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 Blend Funds, Macro Trading Funds, Macro Trading, Catalyst Mutual Funds, Large, Macro Trading (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystmillburn Hedge Strategy [MBXCX] is traded in USA and was established 25th of April 2024. Catalyst/millburn is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Catalyst Mutual Funds family. This fund now has accumulated 6.07 B in assets with no minimum investment requirementsCatalystmillburn Hedge is currently producing year-to-date (YTD) return of 10.34% with the current yeild of 0.01%, while the total return for the last 3 years was 6.06%.
Check Catalyst/millburn 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/millburn 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/millburn 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 Catalystmillburn Hedge Strategy 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 Catalystmillburn Hedge Strategy Mutual Fund Constituents
| IJH | iShares Core SP | Etf | Mid-Cap Blend |
| IJR | iShares Core SP | Etf | Small Blend |
| IWB | iShares Russell 1000 | Etf | Large Blend |
| IWM | iShares Russell 2000 | Etf | Small Blend |
| IWR | iShares Russell Mid Cap | Etf | Mid-Cap Blend |
| VB | Vanguard Small Cap Index | Etf | Small Blend |
| VNQ | Vanguard Real Estate | Etf | Real Estate |
Catalyst/millburn Target Price Odds Analysis
Based on a normal probability distribution, the odds of Catalyst/millburn jumping above the current price in 90 days from now is under 4%. The Catalystmillburn Hedge Strategy probability density function shows the probability of Catalyst/millburn mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Catalystmillburn Hedge Strategy has a beta of -0.0081. This indicates as returns on the benchmark increase, returns on holding Catalyst/millburn are expected to decrease at a much lower rate. During a bear market, however, Catalystmillburn Hedge Strategy is likely to outperform the market. Additionally, catalystmillburn Hedge Strategy has an alpha of 0.1143, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Catalyst/millburn to move above the current price in 90 days from now is under 4 (This Catalystmillburn Hedge Strategy probability density function shows the probability of Catalyst/millburn Mutual Fund to fall within a particular range of prices over 90 days) .
Catalystmillburn Hedge Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Catalyst/millburn market risk premium is the additional return an investor will receive from holding Catalyst/millburn 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/millburn. 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/millburn's alpha and beta are two of the key measurements used to evaluate Catalyst/millburn's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5876 | |||
| Semi Deviation | 0.6681 | |||
| Standard Deviation | 0.7429 | |||
| Variance | 0.5519 |
Catalyst/millburn Against Markets
Picking the right benchmark for Catalyst/millburn 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/millburn 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/millburn is critical whether you are bullish or bearish towards Catalystmillburn Hedge Strategy at a given time. Please also check how Catalyst/millburn'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/millburn 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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Fundamental AnalysisView fundamental data based on most recent published financial statements |
| All Next | Launch Module |
How to buy Catalyst/millburn Mutual Fund?
Before investing in Catalyst/millburn, 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/millburn. To buy Catalyst/millburn fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Catalyst/millburn. 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/millburn fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Catalystmillburn Hedge Strategy 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 Catalystmillburn Hedge Strategy 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 Catalystmillburn Hedge Strategy, 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 Catalystmillburn Hedge Strategy?
The danger of trading Catalystmillburn Hedge Strategy 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/millburn 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/millburn. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Catalystmillburn Hedge 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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Catalystmillburn Hedge Strategy. 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 Catalystmillburn Hedge information on this page should be used as a complementary analysis to other Catalyst/millburn'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 Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.