- What are the top holdings of CPEIX?
- A machine-readable holdings disclosure for Catalyst Dynamic Alpha Fund Class I (CPEIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does CPEIX invest in?
- Catalyst Dynamic Alpha Fund Class I (CPEIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CPEIX most exposed to?
- CPEIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CPEIX a US-only fund?
- The country allocation card on this page shows CPEIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CPEIX invest in?
- To achieve its investment objectives, the fund primarily allocates its capital to common equity shares issued by U.S. companies. In addition to these domestic common stocks, the fund's portfolio may also encompass other types of equity instruments, such as Real Estate Investment Trusts (REITs) and American Depositary Receipts (ADRs). Under typical market conditions, a minimum of 80% of the fund's net assets, alongside any borrowed funds employed for investment purposes, will be dedicated to these defined equity securities: common stocks, REITs, and ADRs. This fund operates as a non-diversified investment vehicle.
