Catalyst Systematic Alpha Class I (ATRFX) belongs to the Multistrategy category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ATRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ATRFX
ATRFX charges 1.77% annually. There are 42 mutual funds in the Multistrategy category with lower expense ratios, going as low as 0.18%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | — | Dec 2015 | ATRFX vs RMDFX | |
| Symmetry Panoramic Alternatives Fund | 0.50% | — | Nov 2018 | ATRFX vs SPATX | |
| Morgan Stanley Pathway Funds Alternative Strategie... | 0.59% | — | Feb 2018 | ATRFX vs TALTX | |
| GMO Alternative Allocation Fund | 0.61% | — | May 2019 | ATRFX vs GAAVX | |
| Allspring Alternative Risk Premia Fund | 0.72% | — | Jan 2019 | ATRFX vs WRPIX |
Best Risk-Adjusted Alternatives to ATRFX
ATRFX has a PortfoliosLab risk / return rank of 11. There are 59 mutual funds in the Multistrategy category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 100 | — | Dec 2013 | ATRFX vs SRRIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | ATRFX vs ARBIX | |
| Strategic Advisers Alternatives Fund | 99 | — | Jul 2022 | ATRFX vs FSLTX | |
| Blackstone Alternative Multi-Strategy Fund | 99 | — | Jun 2014 | ATRFX vs BXMIX | |
| AQR Diversified Arbitrage Fund Class I | 99 | — | Jan 2009 | ATRFX vs ADAIX |
Top Performing ATRFX Alternatives (YTD)
ATRFX is at -2.88% YTD. There are 69 mutual funds in the Multistrategy category with higher YTD returns, going as high as 22.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Alternative Risk Premia R6 | 22.10% | — | Sep 2017 | ATRFX vs QRPRX | |
| AQR Alternative Risk Premia Fund - Class I | 21.98% | — | Sep 2017 | ATRFX vs QRPIX | |
| AQR Alternative Risk Premia Fund Class N | 21.85% | — | Sep 2017 | ATRFX vs QRPNX | |
| AQR Style Premia Alternative Fund - Class I | 17.69% | — | Oct 2013 | ATRFX vs QSPIX | |
| AQR Style Premia Alternative R6 | 17.68% | — | Sep 2014 | ATRFX vs QSPRX |
Lowest Volatility Alternatives to ATRFX
ATRFX has 21.45% 1-year volatility. There are 70 mutual funds in the Multistrategy category with lower 1-year volatility, going as low as 1.25%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.25% | — | Aug 2017 | ATRFX vs ARBIX | |
| AQR Diversified Arbitrage Fund Class N | 1.47% | — | Jan 2009 | ATRFX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | 1.48% | — | Jan 2009 | ATRFX vs ADAIX | |
| Strategic Advisers Alternatives Fund | 2.25% | — | Jul 2022 | ATRFX vs FSLTX | |
| Morningstar Alternatives Fund | 2.29% | — | Nov 2018 | ATRFX vs MSTVX |
Lowest Drawdown Alternatives to ATRFX
ATRFX has a 1-year max drawdown of -22.53%. There are 63 mutual funds in the Multistrategy category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | ATRFX vs ARBIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | -0.55% | — | Dec 2013 | ATRFX vs SRRIX | |
| AQR Diversified Arbitrage Fund Class N | -0.60% | — | Jan 2009 | ATRFX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | -0.60% | — | Jan 2009 | ATRFX vs ADAIX | |
| Strategic Advisers Alternatives Fund | -0.86% | — | Jul 2022 | ATRFX vs FSLTX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, CLPAX, MBXAX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Multistrategy, Systematic Trend, Global Equities | 90 | 12.91% | — | Dec 1996 | ATRFX vs MBXIX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 21 | 7.57% | — | Dec 2013 | ATRFX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Multistrategy, Systematic Trend, Global Equities | 89 | 12.74% | — | Dec 2015 | ATRFX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 74 | 2.92% | — | May 2008 | ATRFX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 15 | 3.37% | — | May 2008 | ATRFX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 70 | 0.95% | — | Dec 2012 | ATRFX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 24 | 32.37% | — | Dec 2014 | ATRFX vs MLXIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 8 | 8.16% | — | Jul 2011 | ATRFX vs INSAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 28 | 15.79% | — | Dec 2011 | ATRFX vs CPEAX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 68 | 5.95% | — | Jul 2011 | ATRFX vs TRXAX |
Often Compared With ATRFX
Investors most often compare ATRFX with SPY, MADVX, VGWAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ATRFX with Any Fund or Stock
Compare ATRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ATRFX with funds that move differently
Catalyst Systematic Alpha Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ATRFX.
Explore ATRFX Diversifiers