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Catalyst/Millburn Hedge Strategy Fund Class I (MBXIX) belongs to the Hedge Fund category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MBXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Other Mutual Funds from Catalyst Mutual Funds

The 10 most viewed Catalyst Mutual Funds mutual funds shown here include ATRFX, CLPAX, MBXAX and span 9 categories.


Often Compared With MBXIX

Investors most often compare MBXIX with CMNIX, SPY, EBSIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Calamos Market Neutral Income Fund Institutional C...
98
2.83%
May 2000MBXIX vs CMNIX
State Street SPDR S&P 500 ETFS&P 500
59
8.15%
765.27BJan 1993MBXIX vs SPY
Campbell Systematic Macro Fund Class I SharesMacro Trading
11
8.65%
Mar 2013MBXIX vs EBSIX
AlphaSimplex Managed Futures Strategy Fund Class ASystematic Trend
63
11.68%
Jul 2010MBXIX vs AMFAX
First Eagle Global Fund Class AGlobal Equities
42
4.80%
Jan 1979MBXIX vs SGENX
Vanguard S&P 500 ETFS&P 500
59
8.19%
1.70TSep 2010MBXIX vs VOO
Global X Artificial Intelligence & Technology ETFTechnology Equities
58
24.56%
11.08BMay 2018MBXIX vs AIQ
Longboard Alternative Growth FundLong-Short
42
12.88%
Mar 2015MBXIX vs LONGX
Invesco QQQ ETFNasdaq-100
59
16.45%
493.17BMar 1999MBXIX vs QQQ
JPMorgan Equity Premium Income ETFDividend, Derivative Income
27
0.91%
44.26BMay 2020MBXIX vs JEPI
Gotham Absolute Return FundLong-Short
84
10.85%
Aug 2012MBXIX vs GARIX
SPDR Gold SharesGold, Precious Metals
22
-4.79%
138.96BNov 2004MBXIX vs GLD
Dynamic Alpha Macro Fund InstitutionalMacro Trading
25
4.32%
Jul 2023MBXIX vs DYMIX
Catalyst/Lyons Tactical Allocation FundTactical Allocation
42
12.24%
Jul 2012MBXIX vs CLTAX
Schwab U.S. Dividend Equity ETFDividend
77
17.72%
99.95BOct 2011MBXIX vs SCHD
AQR Style Premia Alternative FundMultistrategy
52
12.95%
Oct 2013MBXIX vs QSPIX
Simplify Managed Futures Strategy ETFSystematic Trend
10
0.24%
1.57BMar 2022MBXIX vs CTA
The Future Fund Long/Short ETFLong-Short
6
-2.39%
42.28MJun 2023MBXIX vs FFLS
FS Multi-Strategy Alternatives FundMultistrategy
88
3.77%
May 2017MBXIX vs FSMSX
Invesco Balanced-Risk Allocation FundTactical Allocation
89
17.84%
Jun 2009MBXIX vs ABRYX

Compare MBXIX with Any Fund or Stock

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


 

Diversifiers

Pair MBXIX with funds that move differently

Catalyst/Millburn Hedge Strategy Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MBXIX.

Explore MBXIX Diversifiers