Catalyst Exceed Defined Fund Quote
| CLPFX Fund | USD 13.91 0.04 0.29% |
PerformanceWeakest
| Odds Of DistressLow
|
Catalyst Exceed is trading at 13.91 as of the 30th of December 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 13.95. 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. The performance scores are derived for the period starting the 30th of November 2025 and ending today, the 30th of December 2025. 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
Catalyst Mutual Fund Highlights
| 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 December 2025 |
| Expense Ratio Date | 1st of November 2025 |
| Fiscal Year End | June |
Catalyst Exceed Defined [CLPFX] is traded in USA and was established 30th of December 2025. 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 16.1 M in assets under management (AUM) with minimum initial investment of 2.5 K. Catalyst Exceed Defined is currently producing year-to-date (YTD) return of 7.29%, while the total return for the last 3 years was 14.21%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| IGSB | iShares 1 5 Year | Etf | Short-Term Bond | |
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond |
Catalyst Exceed Defined Risk Profiles
| Mean Deviation | 0.8229 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.96 | |||
| Risk Adjusted Performance | (0.04) |
Catalyst Exceed Against Markets
Other Information on Investing in Catalyst Mutual Fund
Catalyst Exceed financial ratios help investors to determine whether Catalyst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalyst with respect to the benefits of owning Catalyst Exceed security.
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