Catalyst Hedged Commodity Strategy Fund Class I
CFHIX
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- Catalyst Hedged Commodity Strategy Fund Class I (CFHIX) is a mutual fund managed by Catalyst Capital Advisors LLC that seeks capital appreciation largely independent of global equity markets through a hedged options strategy focused on commodity futures. The Fund trades price-neutral option spreads on futures contracts in crude oil, gold, and corn, leveraging options volatility, technical indicators, seasonal dynamics, intermarket relationships, and macroeconomic factors rather than predicting directional price movements or relying on broad commodity baskets. It employs dynamic hedging, position sizing limits, and diversification across expiration months and strikes to manage risk, generating additional income from short-term instruments while avoiding trend-following, delta-neutral positioning, or equal allocations across commodities. Share classes include CFHAX (Class A), CFHCX (Class C), and CFHIX (Class I), distributed by Northern Lights Distributors, LLC, with portfolio manager Kimberly Rios, CFA, CMT, overseeing the strategy. The Fund invests in derivatives including futures and options on physical commodities in the energy, metals, and agricultural sectors, providing retail investors access to these markets via a non-diversified mutual fund structure benchmarked against the Bloomberg Commodity Index. It targets below-average risk through spreads that inherently hedge positions from initiation, achieving a Morningstar "Below Average Risk" rating and low standard deviation historically. Operations emphasize U.S.-listed commodity markets with geographic focus tied to global influences such as OPEC decisions for oil, weather patterns for corn, and monetary policy for gold. Launched on September 30, 2015, the Fund is advised by Catalyst Capital Advisors LLC, founded in 2006 and headquartered at 36 New York Avenue, Huntington, New York. In June 2021, Catalyst Funds expanded its partnership with Millburn Ridgefield Corporation to launch the related Catalyst/Millburn Dynamic Commodity Strategy Fund, enhancing its commodity-focused offerings. No major funding rounds, acquisitions, new product launches, or operational reorganizations specific to CFHIX have been reported in the last 1-2 years, with recent firm activities centered on market outlooks for 2025 amid volatility opportunities in commodities.