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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
2.86%
May 2000MBXIX vs CMNIX
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993MBXIX vs SPY
Campbell Systematic Macro Fund Class I SharesMacro Trading
9
9.83%
Mar 2013MBXIX vs EBSIX
AlphaSimplex Managed Futures Strategy Fund Class ASystematic Trend
66
15.09%
Jul 2010MBXIX vs AMFAX
First Eagle Global Fund Class AGlobal Equities
60
8.55%
Jan 1979MBXIX vs SGENX
Vanguard S&P 500 ETFS&P 500
70
10.91%
1.60TSep 2010MBXIX vs VOO
Global X Artificial Intelligence & Technology ETFTechnology Equities
81
35.98%
10.85BMay 2018MBXIX vs AIQ
Longboard Alternative Growth FundLong-Short
26
9.61%
Mar 2015MBXIX vs LONGX
Invesco QQQ ETFNasdaq-100
73
21.30%
493.99BMar 1999MBXIX vs QQQ
JPMorgan Equity Premium Income ETFDividend, Derivative Income
26
0.15%
44.59BMay 2020MBXIX vs JEPI
SPDR Gold SharesGold, Precious Metals
32
2.92%
150.37BNov 2004MBXIX vs GLD
Gotham Absolute Return FundLong-Short
88
11.27%
Aug 2012MBXIX vs GARIX
Dynamic Alpha Macro Fund InstitutionalMacro Trading
36
8.05%
Jul 2023MBXIX vs DYMIX
Catalyst/Lyons Tactical Allocation FundTactical Allocation
38
11.29%
Jul 2012MBXIX vs CLTAX
Schwab U.S. Dividend Equity ETFDividend
80
19.01%
94.95BOct 2011MBXIX vs SCHD
AQR Style Premia Alternative FundMultistrategy
50
12.83%
Oct 2013MBXIX vs QSPIX
Simplify Managed Futures Strategy ETFSystematic Trend
24
12.30%
1.55BMar 2022MBXIX vs CTA
The Future Fund Long/Short ETFLong-Short
8
-0.26%
42.60MJun 2023MBXIX vs FFLS
FS Multi-Strategy Alternatives FundMultistrategy
88
4.13%
May 2017MBXIX vs FSMSX
Invesco Balanced-Risk Allocation FundTactical Allocation
95
21.28%
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