CLPCX – Catalyst Nasdaq-100 Hedged Equity C Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index ® (“NDX”). The NDX is a large-capitalization growth index comprised of the 100 largest domestic and international (including emerging markets) non-financial companies listed on the Nasdaq Stock Market based on market capitalization.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CLPFX	Catalyst Nasdaq-100 Hedged Equity Fund Class I	Institutional	Open			Jun 6, 2014	$11.87M	1.540%	Above Average	$2,500	−$6.14M
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund Class A	Front Load	Open			Dec 31, 2013	$428,880.00	1.790%	Above Average	$2,500	−$102,731.29
CLPCX	Catalyst Nasdaq-100 Hedged Equity Fund Class C	Level Load	Open			Dec 31, 2013	$1.66M	2.540%	Above Average	$2,500	−$223,311.34

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