Catalyst/Millburn Hedge Strategy Fund (MBXAX) Alternatives
Catalyst/Millburn Hedge Strategy Fund (MBXAX) belongs to the Macro Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MBXAX. 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 MBXAX
MBXAX charges 2.18% annually. Among mutual funds in the Macro Trading category, these options have the lowest expense ratios among MBXAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 0.78% | Oct 31, 1990 | MBXAX vs CGFIX | |
| Fulcrum Diversified Absolute Return Fund | 1.04% | Jul 30, 2015 | MBXAX vs FARYX | |
| MFS Global Alternative Strategy Fund | 1.05% | Dec 19, 2007 | MBXAX vs DVRIX | |
| BlackRock Tactical Opportunities Fund | 1.08% | Dec 28, 1988 | MBXAX vs PCBAX | |
| AQR Macro Opportunities Fund | 1.20% | Apr 7, 2014 | MBXAX vs QGMIX |
Best Risk-Adjusted Alternatives to MBXAX
Among mutual funds in the Macro Trading 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 | |
|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 99 | Dec 28, 2012 | MBXAX vs EGRAX | |
| Fulcrum Diversified Absolute Return Fund | 97 | Jul 30, 2015 | MBXAX vs FARYX | |
| OnTrack Core Fund | 92 | Jan 14, 2013 | MBXAX vs OTRFX | |
| Dunham Dynamic Macro Fund | 92 | Apr 28, 2010 | MBXAX vs DNAVX | |
| Quantified Alternative Investment Fund | 90 | Aug 8, 2013 | MBXAX vs QALTX |
Top Performing MBXAX Alternatives (YTD)
MBXAX alternatives from the Macro Trading category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Campbell Systematic Macro Fund Class I Shares | 7.80% | Mar 4, 2013 | MBXAX vs EBSIX | |
| Campbell Systematic Macro Fund Class A Shares | 7.79% | Mar 4, 2013 | MBXAX vs EBSAX | |
| Standpoint Multi-Asset Fund Investor Class | 6.45% | Dec 30, 2019 | MBXAX vs REMIX | |
| Fulcrum Diversified Absolute Return Fund | 6.28% | Jul 30, 2015 | MBXAX vs FARYX | |
| JHancock Diversified Macro Fund | 4.93% | Jul 28, 2019 | MBXAX vs JDJIX |
Lowest Volatility Alternatives to MBXAX
MBXAX alternatives from the Macro Trading category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| abrdn Global Absolute Return Strategies Fund | 3.48% | Oct 31, 1990 | MBXAX vs CGFIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 3.73% | Dec 28, 2012 | MBXAX vs EGRAX | |
| OnTrack Core Fund | 4.34% | Jan 14, 2013 | MBXAX vs OTRFX | |
| Dunham Dynamic Macro Fund | 4.40% | Apr 28, 2010 | MBXAX vs DNAVX | |
| MFS Global Alternative Strategy Fund | 4.76% | Dec 19, 2007 | MBXAX vs DVRIX |
Lowest Drawdown Alternatives to MBXAX
MBXAX alternatives from the Macro Trading category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dunham Dynamic Macro Fund | -2.13% | Apr 28, 2010 | MBXAX vs DNAVX | |
| abrdn Global Absolute Return Strategies Fund | -2.78% | Oct 31, 1990 | MBXAX vs CGFIX | |
| OnTrack Core Fund | -3.02% | Jan 14, 2013 | MBXAX vs OTRFX | |
| Eaton Vance Global Macro Absolute Return Advantage... | -3.02% | Dec 28, 2012 | MBXAX vs EGRAX | |
| Fulcrum Diversified Absolute Return Fund | -3.26% | Jul 30, 2015 | MBXAX vs FARYX |
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 | MBXAX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | MBXAX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | MBXAX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | MBXAX vs HIIFX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | MBXAX vs INSAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 14 | -2.98% | May 20, 2008 | MBXAX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 84 | -1.54% | Dec 30, 2012 | MBXAX vs CFRIX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | MBXAX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 32 | -5.75% | Dec 22, 2011 | MBXAX vs CPEAX | |
| Catalyst/Lyons Tactical Allocation Fund | Tactical Allocation | 26 | -5.68% | Jul 1, 2012 | MBXAX vs CLTAX |
Often Compared With MBXAX
What investors most often compare with MBXAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | MBXAX vs SPY | |
| Global X Artificial Intelligence & Technology ETF | Large Cap Growth Equities | 66 | -8.24% | May 11, 2018 | MBXAX vs AIQ | |
| American Funds Investment Company of America Class... | Large Cap Blend Equities | 48 | -7.68% | Jan 1, 1934 | MBXAX vs AIVSX | |
| Simplify Managed Futures Strategy ETF | Systematic Trend | 25 | 12.39% | Mar 7, 2022 | MBXAX vs CTA | |
| Grant Park Multi Alternative Strategies Fund | Macro Trading | 80 | 1.93% | Dec 30, 2013 | MBXAX vs GPAIX | |
| Rational/ReSolve Adaptive Asset Allocation Fund | Macro Trading | 37 | 2.69% | Sep 29, 2016 | MBXAX vs RDMIX | |
| Dynamic Alpha Macro Fund Institutional | Macro Trading | 81 | 3.29% | Jul 31, 2023 | MBXAX vs DYMIX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 91 | 2.23% | Jul 28, 2011 | MBXAX vs TRXAX | |
| Catalyst Enhanced Income Strategy Fund | Nontraditional Bonds | 1 | 0.10% | Dec 30, 2018 | MBXAX vs EIXIX | |
| Catalyst Buffered Shield Fund | Options Trading | 61 | -3.13% | Apr 13, 2015 | MBXAX vs SHIIX |
Compare MBXAX with Any Fund or Stock
Compare MBXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.