Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) Alternatives

Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLPAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CLPAX

CLPAX charges 1.74% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among CLPAX alternatives.

Symbol	Name	Expense Ratio	Inception
PUTW	WisdomTree Equity Premium Income Fund	0.44%	Feb 24, 2016	CLPAX vs PUTW
USG	USCF Gold Strategy Plus Income Fund	0.45%	Nov 2, 2021	CLPAX vs USG
JEPIX	JPMorgan Equity Premium Income Fund Class I	0.63%	Aug 31, 2018	CLPAX vs JEPIX
EQTIX	Shelton Equity Income Fund	0.72%	Sep 3, 1996	CLPAX vs EQTIX
ENHNX	Cullen Enhanced Equity Income Fund	0.75%	Dec 14, 2015	CLPAX vs ENHNX

Best Risk-Adjusted Alternatives to CLPAX

Among mutual funds in the Derivative Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
CII	BlackRock Enhanced Large Cap Core Fund	89	Apr 27, 2004	CLPAX vs CII
USG	USCF Gold Strategy Plus Income Fund	83	Nov 2, 2021	CLPAX vs USG
GIDHX	Goldman Sachs International Equity Dividend and Pr...	78	Jan 30, 2008	CLPAX vs GIDHX
PUTW	WisdomTree Equity Premium Income Fund	72	Feb 24, 2016	CLPAX vs PUTW
NIE	Virtus Equity & Convertible Income Fund	57	Feb 27, 2007	CLPAX vs NIE

Top Performing CLPAX Alternatives (YTD)

CLPAX alternatives from the Derivative Income category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
USG	USCF Gold Strategy Plus Income Fund	6.85%	Nov 2, 2021	CLPAX vs USG
MENYX	Madison Covered Call & Equity Income Fund	4.35%	Oct 29, 2009	CLPAX vs MENYX
ENHNX	Cullen Enhanced Equity Income Fund	3.20%	Dec 14, 2015	CLPAX vs ENHNX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	1.85%	Jan 30, 2008	CLPAX vs GIDHX
TCBIX	The Covered Bridge Fund	0.83%	Sep 30, 2013	CLPAX vs TCBIX

Lowest Volatility Alternatives to CLPAX

CLPAX alternatives from the Derivative Income category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TCBIX	The Covered Bridge Fund	13.05%	Sep 30, 2013	CLPAX vs TCBIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	13.68%	Aug 31, 2018	CLPAX vs JEPAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	13.70%	Aug 31, 2018	CLPAX vs JEPIX
ENHNX	Cullen Enhanced Equity Income Fund	13.94%	Dec 14, 2015	CLPAX vs ENHNX
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	14.28%	Sep 10, 2017	CLPAX vs KNGLX

Lowest Drawdown Alternatives to CLPAX

CLPAX alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PUTW	WisdomTree Equity Premium Income Fund	-9.90%	Feb 24, 2016	CLPAX vs PUTW
TCBIX	The Covered Bridge Fund	-10.24%	Sep 30, 2013	CLPAX vs TCBIX
GIDHX	Goldman Sachs International Equity Dividend and Pr...	-10.38%	Jan 30, 2008	CLPAX vs GIDHX
EQTIX	Shelton Equity Income Fund	-10.43%	Sep 3, 1996	CLPAX vs EQTIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	-10.43%	Aug 31, 2018	CLPAX vs JEPAX

Other Mutual Funds from Catalyst Mutual Funds

Most popular Catalyst Mutual Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	Hedge Fund	69	8.00%	Dec 31, 1996	CLPAX vs MBXIX
ATRFX	Catalyst Systematic Alpha Class I	Multistrategy	3	-17.98%	Jul 31, 2014	CLPAX vs ATRFX
HIIFX	Catalyst/SMH High Income Fund	High Yield Bonds	85	-3.01%	May 21, 2008	CLPAX vs HIIFX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	Macro Trading	67	7.93%	Dec 27, 2015	CLPAX vs MBXAX
INSAX	Catalyst Insider Buying Fund	Large Cap Growth Equities	6	-15.16%	Jul 29, 2011	CLPAX vs INSAX
TRIFX	Catalyst/SMH Total Return Income Fund	Diversified Portfolio	14	-2.98%	May 20, 2008	CLPAX vs TRIFX
CFRIX	Catalyst/CIFC Floating Rate Income Fund	Bank Loan	84	-1.54%	Dec 30, 2012	CLPAX vs CFRIX
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	40	35.24%	Dec 21, 2014	CLPAX vs MLXIX
CPEAX	Catalyst Dynamic Alpha Fund	Large Cap Growth Equities	32	-5.75%	Dec 22, 2011	CLPAX vs CPEAX
CLTAX	Catalyst/Lyons Tactical Allocation Fund	Tactical Allocation	26	-5.68%	Jul 1, 2012	CLPAX vs CLTAX

Often Compared With CLPAX

What investors most often compare with CLPAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
^IBEX	IBEX 35 Index		94	-1.49%	—	CLPAX vs ^IBEX
AIAI.L	L&G Artificial Intelligence UCITS ETF	Technology Equities	60	-11.02%	Jun 26, 2019	CLPAX vs AIAI.L
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	CLPAX vs QQQ
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	CLPAX vs SWPPX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	CLPAX vs VOO
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	CLPAX vs VTSAX
ROM	ProShares Ultra Technology	Leveraged Equities, Leveraged	57	-16.84%	Jan 30, 2007	CLPAX vs ROM
VGT	Vanguard Information Technology ETF	Technology Equities	67	-7.34%	Mar 25, 2004	CLPAX vs VGT
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	CLPAX vs WFSPX
QYLD	Global X NASDAQ 100 Covered Call ETF	Derivative Income	72	0.02%	Dec 12, 2013	CLPAX vs QYLD
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	CLPAX vs FXAIX
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	27	-7.52%	Dec 13, 2017	CLPAX vs SCJIX
LQDI	iShares Inflation Hedged Corporate Bond ETF	Inflation-Protected Bonds, Actively Managed	41	-0.54%	May 8, 2018	CLPAX vs LQDI
EIXIX	Catalyst Enhanced Income Strategy Fund	Nontraditional Bonds	1	0.10%	Dec 30, 2018	CLPAX vs EIXIX
TRXAX	Catalyst/MAP Global Balanced Fund	Global Allocation	91	2.23%	Jul 28, 2011	CLPAX vs TRXAX
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	23	-5.21%	May 1, 1998	CLPAX vs BMEAX
FFA	First Trust Enhanced Equity Income Fund	Derivative Income	36	-5.60%	Aug 26, 2004	CLPAX vs FFA
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	13	-5.98%	May 30, 2007	CLPAX vs BGY
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	12	-10.77%	Jan 26, 2005	CLPAX vs EOS
SCAUX	Invesco Income Advantage U.S. Fund	Derivative Income	42	-5.39%	Mar 30, 2006	CLPAX vs SCAUX

Compare CLPAX with Any Fund or Stock

Compare CLPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Catalyst Nasdaq-100 Hedged Equity Fund

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