Catalyst Dynamic Alpha Fund Class I (CPEIX) Research
To achieve its investment objectives, the fund primarily allocates its capital to common equity shares issued by U.S. companies. In addition to these domestic common stocks, the fund's portfolio may also encompass other types of equity instruments, such as Real Estate Investment Trusts (REITs) and American Depositary Receipts (ADRs). Under typical market conditions, a minimum of 80% of the fund's net assets, alongside any borrowed funds employed for investment purposes, will be dedicated to these defined equity securities: common stocks, REITs, and ADRs. This fund operates as a non-diversified investment vehicle.
Market snapshot
- Symbol
- CPEIX
- Price
- $28.66
- Day change
- +2.17%
- Market cap
- $133.4M
- 52-week range
- 21.3-28.66
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Eaton Vance Focused Growth Opportunities Fund Class A (EAFGX)
- Meeder Tactical Income Retail (FLBDX)
- Cromwell Greenspring Mid Cap Fund Institutional Class (GRSPX)
- Hartford Climate Opportunities Fund , Class A (HEOMX)
- John Hancock ESG Large Cap Core Fund Class A (JHJAX)
- Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)
- Royce International Premier Fund Investment Cl (RIPNX)
- Touchstone International Equity Fund Class Y (SIIEX)
Open Catalyst Dynamic Alpha Fund Class I (CPEIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.