MBXIX – Catalyst/Millburn Hedge Strategy I Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in a portfolio comprised of (i) futures contracts, forward and spot contracts, and/or options on futures contracts on or related to the following sectors: currencies, interest rate instruments, stock indices, metals, energy and agricultural commodities, (the "Futures Component") and (ii) equity ETFs, common stocks (the "Equity Component"), intended to capitalize on the non-correlated, long term historical performance of the equities and managed futures asset classes.

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
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	Institutional	Open	—	—	Dec 29, 2015	$10.42B	2.000%	Average	$2,500	$1.31B
MBXAX	Catalyst/Millburn Hedge Strategy Fund Class A	Front Load	Open	—	—	Dec 28, 2015	$705.81M	2.250%	Below Average	$2,500	$33.47M
MBXCX	Catalyst/Millburn Hedge Strategy Fund Class C	Level Load	Open	—	—	Dec 28, 2015	$416.83M	3.000%	Low	$2,500	−$22.53M
MBXFX	Catalyst/Millburn Hedge Strategy Fund Class C-1	Level Load	Open	—	—	Oct 30, 2020	$63.19M	3.000%	Low	$2,500	$7.39M

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