Catalyst Exceed Defined Risk Fund

  • Funds Up/Down
    319/16
  • YTD Range (%)
    -50.94 - 49.71
  • YTD Avg (%)
    18.35
Rank Fund Name Ticker YTD
1 Beck, Mack & Oliver Partners Fund BMPEX 49.71
2 Midas Magic MISEX 29.46
3 Auer Growth Fund AUERX 36.28
4 Victory Diversified Stock Fund VDSRX 30.9
5 Victory Special Value Fund VSVYX 34.19
6 CGM Focus Fund CGMFX 33.81
7 Private Capital Management Value Fund VFPIX 29.33
8 Diamond Hill All Cap Select Fund DHTYX 28.4
9 Diamond Hill All Cap Select Fund DHLTX 32.2
10 Victory Special Value Fund SSVSX 31.81
11 MainStay MacKay Common Stock Fund MCSSX 31.67
12 MainStay MacKay Common Stock Fund MSOIX 31.44
13 John Hancock Fundamental All Cap Core Fund JFAIX 27.63
14 John Hancock Fundamental All Cap Core Fund JFCAX 31.25
15 John Hancock Fundamental All Cap Core Fund JFARX 27.45
16 MainStay MacKay Common Stock Fund MGOCX 31.2
17 Victory Diversified Stock Fund VDSCX 31.11
18 Victory Special Value Fund VSVCX 30.84
19 MainStay MacKay Common Stock Fund MOPBX 30.82
20 Victory Diversified Stock Fund VDSIX 30.82
21 Victory Diversified Stock Fund VDSYX 30.75
22 Victory Diversified Stock Fund SRVEX 30.6
23 John Hancock Fundamental All Cap Core Fund JFCCX 30.45
24 Victory Special Value Fund VSPIX 29.56
25 Vanguard US Multifactor Fund VFMFX 27.1
26 Victory Diversified Stock Fund GRINX 30.22
27 John Hancock Fundamental All Cap Core Fund JFCIX 30.14
28 MainStay MacKay Common Stock Fund MSOAX 29.95
29 Victory Special Value Fund VSVGX 29.83
30 Putnam Multi-Cap Core Fund PMYTX 27.56
31 MainStay MacKay Common Stock Fund MSOSX 29.5
32 Putnam Multi-Cap Core Fund PMYAX 24.87
33 Federated Hermes MDT All Cap Core Fund QIACX 28.95
34 Northern Northern US Quality ESG Fund NUESX 28.65
35 John Hancock Fundamental All Cap Core Fund JFACX 28.46
36 Putnam Multi-Cap Core Fund PMYBX 26.29
37 Putnam Multi-Cap Core Fund PMYCX 24.03
38 Diamond Hill All Cap Select Fund DHTAX 28.38
39 Free Market US Equity Fund FMUEX 27.87
40 Blue Chip Investor Fund BCIFX 27.71
41 Zacks All-Cap Core Fund CZOVX 27.67
42 Fidelity Disciplined Equity Fund FDEKX 24.16
43 Segall Bryant & Hamill All Cap Fund SBHAX 27.22
44 Federated Hermes MDT All Cap Core Fund QCACX 27.09
45 Clearwater Core Equity Fund QWVPX 22.9
46 Pax ESG Beta Quality Fund PWGIX 23.29
47 Invesco Equally-Weighted S&P 500 Fund VADRX 21.25
48 Fidelity Disciplined Equity Fund FDEQX 26.64
49 Monteagle Texas Fund BIGTX 19.79
50 Putnam Multi-Cap Core Fund PMYYX 26.51
51 Pax ESG Beta Quality Fund PXWGX 26.49
52 Dreyfus Sustainable US Equity Fund, Inc DTCYX 26.34
53 Dreyfus Sustainable US Equity Fund, Inc DRTHX 26.33
54 Davidson Multi-Cap Equity Fund DFMAX 26.33
55 Invesco Main Street All Cap Fund OMSNX 26.31
56 SEI US Equity Factor Allocation Fund SEHAX 26.16
57 Touchstone Focused Fund TFFYX 26.07
58 Dreyfus Sustainable US Equity Fund, Inc DTCAX 22.52
59 Federated Hermes MDT All Cap Core Fund QKACX 26.03
60 Putnam Multi-Cap Core Fund PMYZX 25.92
61 Aberdeen U.S. Sustainable Leaders Fund GGLIX 21.69
62 Federated Hermes MDT All Cap Core Fund QAACX 24.54
63 Pax ESG Beta Quality Fund PXGAX 25.69
64 Davis Opportunity Fund RPEAX 25.63
65 LKCM Aquinas Catholic Equity Fund AQEIX 21.51
66 Principal Capital Appreciation Fund PCAMX 22.09
67 Dreyfus Sustainable US Equity Fund, Inc DTCCX 25.21
68 TIAA-CREF Social Choice Equity Fund TISCX 25.19
69 Touchstone Focused Fund TFFCX 22.8
70 Aspiration Redwood Fund REDWX 25
71 TIAA-CREF Social Choice Equity Fund TRPSX 20.67
72 Schwab Total Stock Market Index Fund SWTSX 21.04
73 Principal Capital Appreciation Fund CMNWX 24.96
74 TIAA-CREF Social Choice Equity Fund TICRX 24.88
75 Fidelity Total Market Index Fund FSKAX 24.84
76 Russell Multifactor US Equity Fund RTDAX 23.16
77 TIAA-CREF Social Choice Low Carbon Equity Fund TCCHX 23.4
78 Wilshire 5000 Index Fund WFIVX 24.74
79 Principal Capital Appreciation Fund PCAOX 24.69
80 TIAA-CREF Social Choice Low Carbon Equity Fund TLWCX 23.22
81 Wilshire 5000 Index Fund WINDX 24.53
82 TIAA-CREF Equity Index Fund TIQRX 24.5
83 TIAA-CREF Equity Index Fund TIEIX 20.91
84 TIAA-CREF Social Choice Low Carbon Equity Fund TEWCX 20.41
85 Davidson Multi-Cap Equity Fund DFMIX 22.48
86 MFS Core Equity Fund MRGKX 24.18
87 Invesco Main Street All Cap Fund OMSYX 24.14
88 MFS Core Equity Fund MRGJX 20.33
89 Invesco Equally-Weighted S&P 500 Fund VADFX 21.89
90 FormulaFolios US Equity Fund FFIOX 21.45
91 Invesco Equally-Weighted S&P 500 Fund VADDX 23.98
92 Vanguard Institutional Total Stock Market Index Fund VITPX 23.92
93 Vanguard Total Stock Market Index Fund VITSX 19.96
94 Vanguard Total Stock Market Index Fund VTSAX 19.95
95 Invesco Main Street All Cap Fund OMSOX 23.82
96 iShares Total US Stock Market Index Fund BITSX 22.29
97 iShares Total US Stock Market Index Fund BASMX 23.76
98 JPMorgan Equity Focus Fund JPFRX 23.76
99 Principal Capital Appreciation Fund PWCIX 23.72
100 TIAA-CREF Social Choice Equity Fund TICHX 23.71
101 Invesco Equally-Weighted S&P 500 Fund VADAX 23.69
102 Touchstone Focused Fund TFOAX 23.66
103 Sterling Capital Special Opportunities Fund BOPRX 23.57
104 MFS Core Equity Fund MRGAX 20.08
105 Archer Stock Fund ARSKX 23.55
106 Dreyfus Sustainable US Equity Fund, Inc DRTCX 23.54
107 Muhlenkamp Fund MUHLX 23.48
108 Principal Capital Appreciation Fund PCAQX 23.48
109 Sterling Capital Special Opportunities Fund BOPIX 23.38
110 Principal Capital Appreciation Fund PCAPX 22.64
111 Matthew 25 Fund MXXVX 23.28
112 JPMorgan Equity Focus Fund JPFSX 21.6
113 Manor Investment Funds Manor Fund MNRMX 23.17
114 Touchstone Focused Fund TFFIX 23.14
115 Sterling Capital Special Opportunities Fund BOPAX 23.1
116 DFA US Social Core Equity 2 Portfolio DFUEX 23.02
117 TIAA-CREF Equity Index Fund TINRX 23.01
118 Neuberger Berman Multi-Cap Opportunities Fund NMUCX 18.89
119 Invesco Main Street All Cap Fund OMSCX 23
120 Fidelity New Millennium Fund FMILX 22.99
121 DFA US Core Equity 2 Portfolio DFQTX 22.99
122 Great-West Core Strategies US Equity Fund MXEBX 22.93
123 JPMorgan Equity Focus Fund JPFAX 22.9
124 Invesco Equally-Weighted S&P 500 Fund VADCX 22.88
125 Davis Opportunity Fund DGOYX 22.86
126 Aberdeen U.S. Sustainable Leaders Fund GXXCX 22.84
127 Wells Fargo Opportunity Fund SOPVX 22.81
128 SA US Core Market Fund SAALX 22.76
129 Wells Fargo Diversified Equity Fund NVDAX 18.77
130 JPMorgan Equity Focus Fund JPFCX 22.65
131 Fidelity Advisor Stock Selector All Cap FZAPX 20.74
132 Aberdeen U.S. Sustainable Leaders Fund GXXIX 24.02
133 AB Core Opportunities Fund, Inc ADGZX 22.56
134 AB Core Opportunities Fund, Inc ADGIX 18.32
135 Principal Capital Appreciation Fund CMNCX 23.98
136 Vanguard Total Stock Market Index Fund VSTSX 22.37
137 Vanguard Diversified Equity Fund VDEQX 22.37
138 Fidelity Advisor Stock Selector All Cap FBRNX 22.35
139 Aberdeen U.S. Sustainable Leaders Fund GXXAX 22.33
140 iShares Total US Stock Market Index Fund BKTSX 22.29
141 Fidelity Stock Selector All Cap FDSSX 22.27
142 DFA US Sustainability Core 1 Portfolio DFSIX 20.79
143 Essential 40 Stock Fund ESSIX 20.43
144 Fidelity ZERO Total Market Index Fund FZROX 22.24
145 Sterling Capital Special Opportunities Fund BOPCX 18.72
146 AB Core Opportunities Fund, Inc ADGAX 22.19
147 Davis Opportunity Fund DGOCX 22.17
148 Glenmede Responsible ESG US Equity Portfolio RESGX 22.1
149 Neuberger Berman Focus Fund NFAAX 18.58
150 DFA US Core Equity 1 Portfolio DFEOX 22.07
151 TIAA-CREF Social Choice Low Carbon Equity Fund TNWCX 22.06
152 Neuberger Berman Focus Fund NFALX 22.05
153 MFS Low Volatility Equity Fund MLVPX 18.34
154 MFS Low Volatility Equity Fund MLVOX 18.32
155 FormulaFolios US Equity Fund FFILX 22
156 Wells Fargo Opportunity Fund WFOPX 20.58
158 Victory US 500 Enhanced Volatility Wtd Index Fund CUHCX 17.24
159 MFS Low Volatility Equity Fund MLVHX 18.38
160 TIAA-CREF Social Choice Low Carbon Equity Fund TPWCX 20.52
161 MFS Low Volatility Equity Fund MLVTX 18.41
162 IMS Capital Value Fund IMSCX 21.86
163 TIAA-CREF Equity Index Fund TEIHX 23.15
164 T. Rowe Price Total Equity Market Index Fund POMIX 21.82
165 GMO US Equity Fund GMCQX 16.98
166 TIAA-CREF Equity Index Fund TCEPX 21.77
167 Old Westbury All Cap Core Fund OWACX 21.77
168 BlackRock Advantage ESG U.S. Equity Fund BIRKX 21.76
169 MFS Low Volatility Equity Fund MLVMX 17.99
170 Schwab MarketTrack All Equity Portfolio SWEGX 21.67
171 Vanguard Tax-Managed Capital Appreciation Fund VTCIX 21.63
172 Vanguard Tax-Managed Capital Appreciation Fund VTCLX 21.63
173 Neuberger Berman Multi-Cap Opportunities Fund NMULX 21.59
174 MFS Core Equity Fund MRGCX 21.55
175 Domini Impact Equity Fund DIEQX 20.78
176 Domini Impact Equity Fund DSFRX 21.53
177 Schwab Core Equity Fund SWANX 21.49
178 AB Core Opportunities Fund, Inc ADGCX 21.41
179 Neuberger Berman Focus Fund NBFAX 21.41
181 Boston Common ESG Impact US Equity Fund BCAMX 21.31
182 MFS Core Equity Fund MRGRX 20.35
183 Bridgeway Aggressive Investors 1 Fund BRAGX 22.24
184 Neuberger Berman Multi-Cap Opportunities Fund NMUAX 21.2
185 Sterling Capital Special Opportunities Fund STRSX 21.1
186 Vanguard Institutional Total Stock Market Index Fund VITNX 21.09
187 SA US Core Market Fund SAMKX 21.04
189 Adaptive Tactical Economic Fund CAVMX 21.03
190 Vanguard Total Stock Market Index Fund VSMPX 19.96
191 Vanguard Total Stock Market Index Fund VTSMX 21
192 Glenmede Strategic Equity Portfolio GTCEX 20.94
193 Vanguard Russell 3000 Index Fund VRTTX 20.77
194 MFS Core Equity Fund MRERX 20.76
195 Fidelity Stock Selector All Cap FSSKX 20.75
196 Russell Investments Sustainable Equity Fund REQAX 20.65
197 Domini Impact Equity Fund DSEPX 20.59
198 Quaker Impact Growth Fund QAGIX 20.48
199 Fort Pitt Capital Total Return Fund FPCGX 20.44
200 Adaptive Tactical Economic Fund CMSYX 20.34
201 Fidelity Advisor Stock Selector All Cap FMAMX 20.32
202 Wells Fargo Opportunity Fund WOFNX 20.31
203 Neuberger Berman Sustainable Equity Fund NBSLX 20.29
204 Quaker Impact Growth Fund QUAGX 20.21
205 MFS Core Equity Fund MRGGX 19.25
206 MFS Low Volatility Equity Fund MLVRX 20.19
207 MFS Core Equity Fund MRGBX 20.19
208 MFS Low Volatility Equity Fund MLVAX 20.12
209 Wells Fargo Opportunity Fund WOFDX 20.07
210 Fidelity Advisor Stock Selector All Cap FSJHX 20.06
211 Wells Fargo Diversified Equity Fund NVDEX 20.03
212 Victory US 500 Enhanced Volatility Wtd Index Fund CUHIX 17.8
213 Neuberger Berman Sustainable Equity Fund NBSRX 19.93
214 Victory US 500 Enhanced Volatility Wtd Index Fund CUHAX 19.88
215 MFS Low Volatility Equity Fund MLVBX 19.86
216 Lazard US Equity Concentrated Portfolio RLUEX 17.91
217 MFS Low Volatility Equity Fund MLVGX 19.83
218 Neuberger Berman Focus Fund NBSSX 19.79
219 Lazard US Equity Concentrated Portfolio LEVIX 19.78
220 Weitz Partners Value Fund WPVIX 19.63
221 Neuberger Berman Focus Fund NBFCX 21.66
222 GMO US Equity Fund GMUEX 19.53
223 Lazard US Equity Concentrated Portfolio LEVOX 19.52
224 AB Core Opportunities Fund, Inc ADGYX 19.48
225 American Century Disciplined Core Value Fund AMGIX 19.44
226 Weitz Partners Value Fund WPVLX 19.43
227 American Century Disciplined Core Value Fund BIGRX 19.43
228 Neuberger Berman Sustainable Equity Fund NRSRX 19.42
229 AAMA Equity Fund AMFEX 19.4
230 American Century Disciplined Core Value Fund AMADX 19.35
231 Glenmede Women in Leadership US Equity Portfolio GWILX 19.32
232 Wells Fargo Diversified Equity Fund WFDEX 19.03
233 BlackRock Advantage ESG U.S. Equity Fund BIRIX 19
234 Leuthold Select Industries Fund LSLTX 17.25
235 Neuberger Berman Sustainable Equity Fund NRAAX 18.94
236 Domini Impact Equity Fund DSEFX 18.93
237 Pin Oak Equity Fund POGSX 18.89
238 AB Core Opportunities Fund, Inc ADGRX 18.88
239 BlackRock Advantage ESG U.S. Equity Fund BIRAX 17.82
240 American Century Disciplined Core Value Fund AICGX 18.8
241 Neuberger Berman Focus Fund NFACX 18.71
242 American Century Disciplined Core Value Fund AICRX 18.63
243 American Century Disciplined Core Value Fund ACGCX 18.51
244 Fidelity Advisor Stock Selector All Cap FLACX 18.32
245 BlackRock Advantage ESG U.S. Equity Fund BIRCX 18.18
246 Monteagle Opportunity Equity Fund HEQFX 18.12
247 Osterweis Fund OSTFX 18.12
248 Neuberger Berman Sustainable Equity Fund NRACX 18.12
249 Neuberger Berman Sustainable Equity Fund NBSTX 17.62
250 Rational Dynamic Brands Fund HSUAX 17.53
251 Fidelity Strategic Advisers Fidelity US Total Stock Fund FCTDX 17.42
252 Neuberger Berman Sustainable Equity Fund NRARX 17.33
253 13D Activist Fund DDDIX 10.87
254 Davenport Equity Opportunities Fund DEOPX 17.18
255 Fidelity Advisor Leveraged Company Stock Fund FLSAX 17.05
256 PFG JP Morgan Tactical Aggressive Strategy Fund PFSEX 16.86
257 PartnerSelect Equity Fund MSEFX 16.76
258 SEI Tax-Managed Managed Volatility Fund STVYX 17.26
259 SEI Tax-Managed Managed Volatility Fund TMMAX 14.78
260 Fidelity Leveraged Company Stock Fund FLCKX 16.34
261 Fidelity Leveraged Company Stock Fund FLVCX 16.27
262 Fidelity Advisor Leveraged Company Stock Fund FLSTX 12.93
263 Fidelity SAI US Low Volatility Index Fund FSUVX 14.24
264 Rational Dynamic Brands Fund HSUTX 15.32
265 Monteagle Opportunity Equity Fund HEQCX 15.24
266 Gabelli Asset Fund GATAX 15.17
267 Fidelity Advisor Leveraged Company Stock Fund FZAKX 14.96
268 Fidelity Advisor Leveraged Company Stock Fund FLVIX 14.83
269 Hartford Capital Appreciation Fund HCAFX 10.4
270 Hartford Capital Appreciation Fund HCAYX 14.62
271 Bullfinch Fund Unrestricted Series BUNRX 14.62
272 Ivy Accumulative Fund IATNX 10.67
273 Rational Dynamic Brands Fund HSUCX 13.6
274 Sound Mind Investing Fund SMIFX 14.01
275 Catalyst Exceed Defined Risk Fund CLPCX 13.59
276 13D Activist Fund DDDAX 10.61
277 Hartford Capital Appreciation Fund HCACX 11.85
278 Catalyst Exceed Defined Risk Fund CLPFX 13.48
279 Catalyst Exceed Defined Risk Fund CLPAX 13.22
280 Hartford Capital Appreciation Fund ITHTX 12.86
281 13D Activist Fund DDDCX 12.83
282 Ivy Accumulative Fund IATIX 12.79
283 Marshfield Concentrated Opportunity Fund MRFOX 12.73
284 SEI US Managed Volatility Fund SVYAX 12.78
285 Fidelity Advisor Leveraged Company Stock Fund FLSCX 12.23
286 Hartford Capital Appreciation Fund ITHVX 12.1
287 Hartford Capital Appreciation Fund ITHIX 12.04
288 Hartford Capital Appreciation Fund ITHAX 11.75
289 Hartford Capital Appreciation Fund ITHSX 11.7
290 Ivy Accumulative Fund IATAX 11.58
291 Wells Fargo Low Volatility US Equity Fund WLVOX 8.17
292 Ivy Accumulative Fund IATBX 11.45
293 Hartford Capital Appreciation Fund ITHRX 11.38
294 Ivy Accumulative Fund IATCX 10.68
295 Wells Fargo Low Volatility US Equity Fund WLVJX 10.63
296 Wells Fargo Low Volatility US Equity Fund WLVDX 10.24
297 Wells Fargo Low Volatility US Equity Fund WLVLX 9.59
298 Bullfinch Fund Greater Western New York Series BWNYX 9.45
299 Wells Fargo Low Volatility US Equity Fund WLVKX 9.33
300 Catalyst Buyback Strategy Fund BUYIX 7.59
301 Timothy Plan Strategic Growth Fund TSGAX 9.11
302 Catalyst Buyback Strategy Fund BUYAX 9.04
303 Parnassus Endeavor Fund PFPWX 8.77
304 Sequoia Fund SEQUX 8.5
305 Catalyst Buyback Strategy Fund BUYCX 6.63
306 Parnassus Endeavor Fund PARWX 7.91
307 Delaware Hedged US Equity Opportunities Fund FHELX 7.44
308 Delaware Hedged US Equity Opportunities Fund FHEKX 7.35
309 Delaware Hedged US Equity Opportunities Fund FHEJX 7
310 Miller Opportunity Trust LMNOX -0.8
311 Miller Opportunity Trust LMOPX 5.25
312 Miller Opportunity Trust LGOAX 4.98
313 ACM Dynamic Opportunity Fund ADOIX 4.64
314 SEI US Managed Volatility Fund SUSYX 4.03
315 SEI US Managed Volatility Fund SVOAX 3.92
316 SEI US Managed Volatility Fund SEVIX 1.79
317 ACM Dynamic Opportunity Fund ADOAX 3.92
318 Virtus FORT Trend Fund VRPAX 4.53
319 Virtus FORT Trend Fund VAPIX 3.69
320 Virtus FORT Trend Fund VAPAX 3.48
321 Virtus FORT Trend Fund VAPCX 2.75
322 Miller Opportunity Trust MVISX 2.44
323 Miller Opportunity Trust LMOFX 2.09
324 Miller Opportunity Trust LMORX -1.23
325 John Hancock ESG All Cap Core Fund JHKRX -3.21
326 John Hancock ESG All Cap Core Fund JHKIX -3.27
327 John Hancock ESG All Cap Core Fund JHKAX -3.34
328 John Hancock ESG All Cap Core Fund JHKCX -3.89
329 PFG Equity Strategy Fund PFDEX -10.58
330 BlackRock Advantage US Total Market Fund, Inc MKSPX -15.09
331 BlackRock Advantage US Total Market Fund, Inc MASPX -19.08
332 BlackRock Advantage US Total Market Fund, Inc MDSPX -18.72
333 BlackRock Advantage US Total Market Fund, Inc MRSPX -31.37
334 BlackRock Advantage US Total Market Fund, Inc MCSPX -35.87
335 iShares Edge MSCI Min Vol USA Index Fund BKMVX -37.78
336 iShares Edge MSCI Min Vol USA Index Fund BIMVX -37.78
337 AMG FQ Tax-Managed US Equity Fund MFQAX -50.49
338 AMG FQ Tax-Managed US Equity Fund MFQTX -50.94