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 a closer substitute for your current allocation.
Cheapest Alternatives to CPEAX
CPEAX charges 1.38% annually. There are 385 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CPEAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CPEAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CPEAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CPEAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CPEAX vs TILIX |
Best Risk-Adjusted Alternatives to CPEAX
CPEAX has a PortfoliosLab risk / return rank of 53. There are 48 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | CPEAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | CPEAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | CPEAX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | CPEAX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | CPEAX vs CHASX |
Top Performing CPEAX Alternatives (YTD)
CPEAX is at 25.38% YTD. There are 7 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | CPEAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | CPEAX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | CPEAX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | CPEAX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | CPEAX vs FUMIX |
Lowest Volatility Alternatives to CPEAX
CPEAX has 23.45% 1-year volatility. There are 396 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | CPEAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | CPEAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | CPEAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | CPEAX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | CPEAX vs BLUEX |
Lowest Drawdown Alternatives to CPEAX
CPEAX has a 1-year max drawdown of -12.61%. There are 133 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CPEAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CPEAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CPEAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CPEAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CPEAX vs DNVYX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 95 | 15.82% | — | Dec 1996 | CPEAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 10 | -0.93% | — | Jul 2014 | CPEAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 29 | 11.66% | — | Dec 2013 | CPEAX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 95 | 15.65% | — | Dec 2015 | CPEAX vs MBXAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 20 | 2.37% | — | May 2008 | CPEAX vs TRIFX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 86 | 3.63% | — | May 2008 | CPEAX vs HIIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 60 | 0.26% | — | Dec 2012 | CPEAX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 12 | 14.37% | — | Jul 2011 | CPEAX vs INSAX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 12 | 26.45% | — | Dec 2014 | CPEAX vs MLXIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 54 | 5.30% | — | Jul 2011 | CPEAX vs TRXAX |
Often Compared With CPEAX
Investors most often compare CPEAX with SHIIX, CLTAX, CAXAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CPEAX with Any Fund or Stock
Compare CPEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPEAX with funds that move differently
Catalyst Dynamic Alpha Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPEAX.
Explore CPEAX Diversifiers