Catalyst Exceed Defined Fund Quote
| CLPFX Fund | USD 13.62 -0.07 -0.51% |
Performance Weak
| Odds Of Distress Low
|
Catalyst Exceed Defined currently trades at 13.62, posting 0.51 percent decrease since the beginning of the trading session with an intraday range between 13.62 and 13.62. Catalyst Exceed is projected to have approximately 22% likelihood of financial distress in the medium term, suggesting a moderate probability. Over the last 90 trading days, it has delivered negative risk-adjusted returns with weak characteristics. performance scores are calculated from 9th of December 2025 through 9th of March 2026. You can adjust the window by changing the time horizon.. Click here to learn more.
Moving against Catalyst Mutual Fund
Catalyst Mutual Fund Highlights
Catalyst Exceed Defined [CLPFX] is traded in USA and was established 9th of March 2026. The fund is listed under Options Trading category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 13.99 M in assets under management (AUM) with minimum initial investment of 2.5 K. Catalyst Exceed Defined is currently producing year-to-date (YTD) return of 0.58%, while the total return for the last 3 years was 16.6%. Catalyst Exceed financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | Options Trading, Catalyst Mutual Funds, Large Growth, Derivative Income (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 1st of November 2025 |
| Fiscal Year End | June |
Catalyst Exceed Defined Risk Profiles
| Mean Deviation | 0.6457 | |||
| Standard Deviation | 0.8226 | |||
| Variance | 0.6766 | |||
| Risk Adjusted Performance | -0.07 |
Catalyst Exceed Against Markets
Catalyst Mutual Fund Analysis Notes
The fund holds about 19.03% of assets under management (AUM) in cash. Catalyst Exceed Defined last dividend was 0.02 per share. Latest disclosures for Catalyst Exceed Defined show $12.1 million in Total Assets and $14.0 million in Net Asset.Catalyst Exceed Defined Investor Notes and Alerts
Automated alerts tied to Catalyst Exceed Defined help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| Catalyst Exceed generated a negative expected return over the last 90 days | |
| The fund holds about 19.03% of its assets under management (AUM) in cash |
Top Catalyst Exceed Defined Mutual Fund Constituents
| AAPL | Apple Inc | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| FGUXX | First American Funds | Money Market Fund | |
| GOOG | Alphabet Inc Class C | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| IGSB | iShares 1 5 Year | Etf | |
| JPST | JPMorgan Ultra Short Income | Etf | |
| MSFT | Microsoft | Stock | |
| NVDA | NVIDIA | Stock | |
| PULS | PGIM Ultra Short | Etf | |
| QQQ | Invesco QQQ Trust | Etf | |
| SPSB | SPDR Barclays Short | Etf | |
| TSLA | Tesla Inc | Stock | |
| VCSH | Vanguard Short Term Corporate | Etf |
Catalyst Exceed Outstanding Bonds
Reviewing Catalyst Exceed Defined bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
| MUTHIN 7125 percent Corp BondUS62828M2C41 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Catalyst Exceed Predictive Daily Indicators
Daily trading signals in Catalyst Exceed Defined help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 13.62 | |||
| Day Typical Price | 13.62 | |||
| Price Action Indicator | -0.04 | |||
| Period Momentum Indicator | -0.07 | |||
| Relative Strength Index | 45.74 |
Catalyst Exceed Forecast Models
Quantitative forecast tools for Catalyst Exceed Defined focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.How Much Is Catalyst Exceed Worth?
Catalyst Exceed is a fund with category exposure linked to Mutual Fund Funds. Expense ratio and turnover can influence net performance and tracking versus stated objectives. Catalyst Exceed is assessed in terms of its structural contribution to portfolio diversification and long-term stability.
Methodology
Unless otherwise specified, data for Catalyst Exceed Defined is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Catalyst (USA Stocks:CLPFX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Valuation estimates and intrinsic-value models use inputs from public financial disclosures and may not represent market consensus.
Assumptions
Inputs are aggregated from public fund disclosures, holdings reports, and market data feeds and public institutions such as U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain values may not reflect real-time changes. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Catalyst Exceed Defined may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Additional Resources for Catalyst Mutual Fund Analysis
Other Information on Investing in Catalyst Mutual Fund
Catalyst Exceed financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Catalyst across measures in a consistent way.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |