Catalyst Event Arbitrage Fund

U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Catalyst Mutual Funds funds

See full Long/Short Equity rankings

See more fund rankings

Performance

The fund has returned 1.53 percent over the past year, -2.13 percent over the past three years, 3.88 percent over the past five years, and 2.38 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.7%
1 Year 1.5%
3 Years (Annualized) -2.1%
5 Years (Annualized) 3.9%
10 Years (Annualized) 2.4%

See more CEAIX performance

Summary

The investment seeks to achieve long-term capital appreciation with low volatility and low correlation to the equity market. The fund seeks to achieve its investment objective by investing in securities of companies that are the focus of corporate events such as mergers, acquisitions, restructurings, spin-offs recapitalizations and other special situation investments. Its investments will primarily consist of long and short common stock and preferred stock equity positions, as well as call and put options on equity securities. The fund may invest in securities of companies of any market capitalization. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Catalyst Event Arbitrage Fund has an expense ratio of 1.50 percent.

See more CEAIX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more CEAIX risk