Yahoo
Nasdaq - Delayed Quote USD

Catalyst Energy Infrastructure I (MLXIX)

33.47 +0.20 (+0.60%)
At close: October 30 at 8:03:19 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • American Trust Custody
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
  • Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Ameritas NTFN
  • Scottrade TF
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • H Beck Inc.
  • Vanguard Load
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Cetera Financial Specialist LLC – Premier, mAA Advisor
  • LPL SWM
  • Schwab Advisor Services All Funds Available
  • Schwab Existing Shareholders Only
  • Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Schwab Advisor Services Transaction-Fee Funds
  • Schwab (Non Transaction Fee)
  • Schwab Advisor Services Load-Waived Funds
  • Schwab Advisor Services Funds for Transfer, Custody and Redemption Only

Fund Summary

The fund seeks to achieve its investment objective by primarily investing in the publicly-listed equity securities of U.S. and Canadian companies that generate a majority of their cash flow from midstream energy infrastructure activities. It may also invest in the equity securities of master limited partnerships (“MLPs”) engaged in energy related businesses. It is non-diversified.

Fund Overview

Category Energy Limited Partnership
Fund Family Catalyst Mutual Funds
Net Assets 384.27M
YTD Return 27.69%
Yield 4.83%
Morningstar Rating
Inception Date Dec 22, 2014

Performance & Risk

YTD Return 42.34%
5y Average Return 21.11%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.13
Morningstar Risk Rating

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: