Catalyst Exceed Defined Fund Quote
| CLPCX Fund | USD 12.75 0.04 0.31% |
PerformanceSolid
| Odds Of DistressLow
|
Catalyst Exceed is trading at 12.75 as of the 16th of July 2025; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 12.71. Catalyst Exceed has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of April 2025 and ending today, the 16th of July 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
Catalyst Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Catalyst Mutual Funds, Large Growth Funds, Options Trading Funds, Hybrid Mix Funds, Small Blend Funds, Options Trading, Catalyst Mutual Funds, Large Growth, Derivative Income (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalyst Exceed Defined [CLPCX] is traded in USA and was established 16th of July 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. The entity is thematically classified as Hybrid Mix Funds. 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 6.26%, while the total return for the last 3 years was 13.3%.
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 | 0.7387 | |||
| Semi Deviation | 0.6943 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 |
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.
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