Catalyst Exceed Defined Fund Quote
| CLPAX Fund | USD 14.77 0.07 0.48% |
PerformanceGood
| Odds Of DistressLow
|
Catalyst Exceed is trading at 14.77 as of the 5th of October 2025; that is 0.48% up since the beginning of the trading day. The fund's open price was 14.7. Catalyst Exceed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 7th of July 2025 and ending today, the 5th of October 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 together with Catalyst Mutual Fund
| 0.87 | HIICX | Catalystsmh High Income | PairCorr |
| 0.87 | HIIFX | Catalystsmh High Income | PairCorr |
| 0.85 | HIIIX | Catalystsmh High Income | PairCorr |
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 | 30th of September 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalyst Exceed Defined [CLPAX] is traded in USA and was established 5th of October 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 13.16 M in assets under management (AUM) with no minimum investment requirementsCatalyst Exceed Defined is currently producing year-to-date (YTD) return of 7.12%, while the total return for the last 3 years was 13.92%.
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
| JPST | JPMorgan Ultra Short Income | Etf | Ultrashort Bond | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| SPSB | SPDR Barclays Short | Etf | Short-Term Bond | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| PULS | PGIM Ultra Short | Etf | Ultrashort Bond | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Catalyst Exceed Defined Risk Profiles
| Mean Deviation | 0.5109 | |||
| Semi Deviation | 0.5356 | |||
| Standard Deviation | 0.6589 | |||
| Variance | 0.4341 |
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |