Catalyst Dynamic is trading at 23.91 as of the 29th of January 2026; that is 1.28 percent decrease since the beginning of the trading day. The fund's open price was 24.22. Catalyst Dynamic has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts and American Depositary Receipts . More on Catalyst Dynamic Alpha
Catalyst Dynamic Alpha [CPEIX] is traded in USA and was established 29th of January 2026. Catalyst Dynamic is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 115.99 M in assets under management (AUM) with minimum initial investment of 2.5 K. Catalyst Dynamic Alpha is currently producing year-to-date (YTD) return of 4.74%, while the total return for the last 3 years was 16.74%.
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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 Dynamic Alpha 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.
The fund holds 98.76% of assets under management (AUM) in equities. Catalyst Dynamic Alpha last dividend was 0.08 per share. Large Growth For more info on Catalyst Dynamic Alpha please contact the company at 866-447-4228.
Institutional Mutual Fund Holders for Catalyst Dynamic
Have you ever been surprised when a price of an equity instrument such as Catalyst Dynamic is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Catalyst Dynamic Alpha backward and forwards among themselves. Catalyst Dynamic's institutional investor refers to the entity that pools money to purchase Catalyst Dynamic's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Catalyst Dynamic's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Catalyst Dynamic Outstanding Bonds
Catalyst Dynamic 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 Dynamic Alpha 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 Dynamic Alpha 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.
Catalyst Dynamic 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 Dynamic 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.
Catalyst Dynamic's time-series forecasting models are one of many Catalyst Dynamic'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 Dynamic'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 Dynamic 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 Dynamic security.