Catalyst Nasdaq-100 Hedged Equity A (CLPAX)
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Catalyst Nasdaq-100 Hedged Equity A
Omaha, NE 68130
17605 Wright Street, Suite 2
Mutual Fund Series Trust(Catalyst)
Management Information
,Lead Manager since September 29, 2020
Joseph Tigay, Chief Trading Officer and Portfolio Manager of Equity Armor since 2011, has served as a Portfolio Manager since 2019. He is also a Member of Tremis, LLC, a Cryptocurrency mining and trading operations firm, since 2017 and a Member and Investment Adviser Representative of Equity Armor Advisers, LLC. Prior to founding Equity Armor in 2011, Mr. Tigay served as a Floor Trader, Market Maker and Clerk for Stutland Equities, LLC (2005 to 2011). Mr. Tigay earned his Bachelor of Business Administration from Eastern Michigan University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryOptions Trading
Fund FamilyCatalyst Mutual Funds
Net Assets17.7M
YTD Return2.22%
Yield0.00%
Morningstar Rating★★
Inception DateDec 30, 2013
Fund Operations
Last Dividend0.12
Last Cap Gain-1.00
Holdings Turnover82.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCLPAXCategory Average
Annual Report Expense Ratio (net)1.83%1.20%
Prospectus Net Expense Ratio1.83%N/A
Prospectus Gross Expense Ratio2.87%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.52%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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