Catalyst Exceed Defined Fund Quote
| CLPFX Fund | USD 13.59 0.19 1.42% |
PerformanceWeakest
| Odds Of DistressLow
|
Catalyst Exceed is trading at 13.59 as of the 9th of February 2026; that is 1.42 percent increase since the beginning of the trading day. The fund's open price was 13.4. Catalyst Exceed has about a 21 % 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 11th of November 2025 and ending today, the 9th of February 2026. 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 9th of February 2026. 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 13.99 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 0.58%, while the total return for the last 3 years was 15.58%.
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.
Catalyst Exceed Defined Risk Profiles
| Mean Deviation | 0.6619 | |||
| Standard Deviation | 0.8506 | |||
| Variance | 0.7236 | |||
| Risk Adjusted Performance | (0.09) |
Catalyst Exceed Against Markets
Catalyst Mutual Fund Analysis Notes
The fund holds about 19.03% of assets under management (AUM) in cash. Catalyst Exceed Defined last dividend was 0.02 per share. Large Growth For more info on Catalyst Exceed Defined please contact the company at 866-447-4228.Catalyst Exceed Defined Investment Alerts
| Catalyst Exceed generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Make the most of your HSA with these 7 Fidelity funds - MSN | |
| The fund holds about 19.03% of its assets under management (AUM) in cash |
Top Catalyst Exceed Defined Mutual Fund Constituents
| AAPL | Apple Inc | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| FGUXX | First American Funds | Money Market Fund | |
| GOOG | Alphabet Inc Class C | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| IGSB | iShares 1 5 Year | Etf | |
| JPST | JPMorgan Ultra Short Income | Etf | |
| MSFT | Microsoft | Stock | |
| NVDA | NVIDIA | Stock | |
| PULS | PGIM Ultra Short | Etf | |
| QQQ | Invesco QQQ Trust | Etf | |
| SPSB | SPDR Barclays Short | Etf | |
| TSLA | Tesla Inc | Stock | |
| VCSH | Vanguard Short Term Corporate | Etf |
Catalyst Exceed Outstanding Bonds
Catalyst Exceed issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Catalyst Exceed Defined uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Catalyst bonds can be classified according to their maturity, which is the date when Catalyst Exceed Defined has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MUTHIN 7125 percent Corp BondUS62828M2C41 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Catalyst Exceed Predictive Daily Indicators
Catalyst Exceed intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Catalyst Exceed mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 13.59 | |||
| Day Typical Price | 13.59 | |||
| Price Action Indicator | 0.095 | |||
| Period Momentum Indicator | 0.19 |
Catalyst Exceed Forecast Models
Catalyst Exceed's time-series forecasting models are one of many Catalyst Exceed's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Catalyst Exceed's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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