Catalyst/Millburn Hedge Strategy Fund (MBXIX) Wins 2017 Mutual Fund Industry Award for “Alternative Product of the Year”

Share Article

The Catalyst/Millburn Hedge Strategy Fund (MBXIX) won Alternative Product of the Year at the 2017 Mutual Fund Industry Award.

News Image
It is clear investors have been attracted to MBXIX’s return profile, including historically strong performance during many periods of stress for traditional stock and bond markets since the Fund’s inception in 1997.

Catalyst Funds, an alternative-focused mutual fund company, is pleased to announce that the Catalyst/Millburn Hedge Strategy Fund (MBXIX) won Alternative Product of the Year at the 2017 Mutual Fund Industry Awards in New York, on March 30, 2017. The highly coveted Mutual Fund Industry Awards recognizes an alternative product that has stood out above the rest in terms of a combination of performance, flows and innovation.

“We are committed to bringing distinct investment strategies to the retail mutual fund marketplace,” said Jerry Szilagyi, CEO of Catalyst Funds. “It is clear investors have been attracted to MBXIX’s return profile, including historically strong performance during many periods of stress for traditional stock and bond markets since the Fund’s inception in 1997.”

MBXIX trades a diverse portfolio of global equity, currency and interest rate instruments, as well as futures contracts on commodities in the energy, metal and agricultural sectors. The Fund implements a 100% systematic strategy with the potential to invest in over 125 markets. MBXIX is sub-advised by Millburn Ridgefield Corporation. “Millburn is delighted with the recognition given to Catalyst/Millburn Hedge Strategy Fund,” said Grant Smith, Chief Investment Officer of Millburn, “We believe in the strategy and are extremely pleased that Catalyst has shared this investment with a wider audience.”

Annualized Return Performance for MBXIX as of December 31, 2016:
1 Year: 17.99%
5 Years: 10.04%
Since 1/1/1997: 11.39%

Barry Goodman, Grant Smith, Harvey Beker and George E. Crapple are the portfolio managers of the Fund. For more information on MBXIX and Catalyst Funds, please visit: http://www.catalystmf.com.

About Catalyst Funds
Catalyst Funds currently offers 25 distinctive funds that provide various strategies with the goal of producing income- and equity-oriented returns while seeking to control risk and volatility. Catalyst offers these exclusive strategies through a team of in-house portfolio managers and boutique institutional investment management partners. The firm strives to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever-changing global market environment. For more information, please visit: http://www.catalystmf.com.

The Fund’s maximum sales charge for Class “A” shares is 5.75%. Investments in mutual funds involve risks. Performance is historic and does not guarantee future results. Investment return and principal value will fluctuate with changing market conditions so that when redeemed, shares may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain the most recent month end performance information or the fund’s prospectus please call the fund, toll free at 1-866-447-4228. You can also obtain a prospectus at http://www.CatalystMF.com.

*The Advisor has contractually agreed to waive fees and/or reimburse expenses of the Fund to the extent necessary to limit total annual fund operating expenses (excluding brokerage costs; underlying fund expenses; borrowing costs, such as (a) interest and (b) dividends on securities sold short; taxes; and extraordinary expenses) at 2.24%, 2.99% and 1.99% for Class A shares, Class C shares and Class I shares, respectively, through December 31, 2017.

Mutual Funds have investment risks including loss of principal. There is no guarantee the Fund will meet its objective. Investing in the commodities markets can subject the Fund to potentially greater volatility than traditional securities. Investments in foreign securities could subject the Fund to greater risks including, currency fluctuation, economic conditions and different governmental and accounting standards.

Please consider the Fund’s investment objectives, risks and charges carefully before investing. This and other important information about the Catalyst Funds can be found in the Fund’s current prospectus, which may be obtained by calling your Financial Advisor or shareholder services at 866-447-4228. Please read the prospectus carefully before investing. The Catalyst Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.

There is no assurance that the Fund will achieve its investment objective.

Investing in the Fund carries certain risks. The Fund will invest a percentage of its assets in derivatives, such as futures and options contracts. The use of such derivatives and the resulting high portfolio turnover may expose the Fund to additional risks that it would not be subject to if it invested directly in the securities and commodities underlying those derivatives. The Fund may experience losses that exceed those experienced by funds that do not use futures contracts, options and hedging strategies. Investing in commodities markets may subject the Fund to greater volatility than investments in traditional securities. Currency trading risks include market risk, credit risk and country risk. Foreign investing involves risks not typically associated with U.S. investments. Changes in interest rates and the liquidity of certain investments could affect the Fund’s overall performance. The Fund is non-diversified and as a result, changes in the value of a single security may have significant effect on the Fund’s value. Other risks include U.S. Government securities risks and investments in fixed income securities. Typically, a rise in interest rates causes a decline in the value of fixed income securities or derivatives owned by the Fund.

Furthermore, the use of leveraging can magnify the potential for gain or loss and amplify the effects of market volatility on the Fund’s share price. The Fund is subject to regulatory change and tax risks; changes to current rules could increase costs associated with an investment in the Fund. These factors may affect the value of your investment.

The awards are judged by a distinguished panel of institutional investors in funds and they take into account a set of qualitative criteria covering the investment process, risk management framework and depth of research team, as well as a set of quantitative performance measures including annualized returns, volatility and maximum drawdown. Please note the judging period is from January 1 2016 - December 31 2016.

Performance shown before December 28, 2015 is for the Fund's Predecessor Fund (Millburn Hedge Fund, L.P.). The prior performance is net of management fees and other expenses including the effect of the performance fee. The Predecessor Fund had an investment objective and strategies that were, in all material respects, the same as those of the Fund, and was managed in a manner that, in all material respects, complied with the investment guidelines and restrictions of the Fund. From its inception through December 28, 2015, the Predecessor Fund was not subject to certain investment restrictions, diversification requirements and other restrictions of the 1940 Act of the Code, which if they had been applicable, might have adversely affected its performance. In addition, the Predecessor Fund was not subject to sales loads that would have adversely affected performance. Performance of the predecessor fund is not an indicator of future results.

4253-NLD-4/3/2017

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jerry Szilagyi
Catalyst Funds
+1 (646) 757-8064
Email >
@Catalystmf
Follow >
Catalyst Funds

Visit website

Media