Catalyst Dynamic Alpha Fund (CPEAX) Alternatives
Catalyst Dynamic Alpha Fund (CPEAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPEAX. 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 CPEAX
CPEAX charges 1.38% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CPEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | CPEAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | CPEAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | CPEAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | CPEAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CPEAX vs VIGAX |
Best Risk-Adjusted Alternatives to CPEAX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | CPEAX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | CPEAX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | CPEAX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | CPEAX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | CPEAX vs VTMGX |
Top Performing CPEAX Alternatives (YTD)
CPEAX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | CPEAX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | CPEAX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | CPEAX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | CPEAX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | CPEAX vs AMRGX |
Lowest Volatility Alternatives to CPEAX
CPEAX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | CPEAX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | CPEAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | CPEAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | CPEAX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | CPEAX vs PROVX |
Lowest Drawdown Alternatives to CPEAX
CPEAX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | CPEAX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | CPEAX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | CPEAX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | CPEAX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | CPEAX vs BBLIX |
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 | |
|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 69 | 8.00% | Dec 31, 1996 | CPEAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | CPEAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | CPEAX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | CPEAX vs HIIFX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 67 | 7.93% | Dec 27, 2015 | CPEAX vs MBXAX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | CPEAX vs INSAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 14 | -2.98% | May 20, 2008 | CPEAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 84 | -1.54% | Dec 30, 2012 | CPEAX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | CPEAX vs MLXIX | |
| Catalyst/Lyons Tactical Allocation Fund | Tactical Allocation | 26 | -5.68% | Jul 1, 2012 | CPEAX vs CLTAX |
Often Compared With CPEAX
What investors most often compare with CPEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Catalyst Buffered Shield Fund | Options Trading | 61 | -3.13% | Apr 13, 2015 | CPEAX vs SHIIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 91 | 2.23% | Jul 28, 2011 | CPEAX vs TRXAX |
Compare CPEAX with Any Fund or Stock
Compare CPEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.