Assets generally flowed into alternative-focused funds in March. The world started to digest the idea that Russia’s war with Ukraine wouldn’t be over quickly. On the home front, the Fed maintained its hawkish tone. While equities prices rose, more money wants to incorporate some kinds of diversification. The mutual funds below reflect that appetite, with only a couple showing meaningful decreases in AUM while the rest grew. Commodity and Trend traders were able to add to their assets with trading profits; check out our March Mutual Fund performance post here for those details.
| Name | Ticker | March 2022 AUM | Feb 2022 AUM | Change in AUM |
|---|---|---|---|---|
| Hedged Equity | ||||
| Catalyst Buffered Shield Fund I | SHIIX | $95,259,274 | $95,319,990 | -$60,716 |
| Rational Equity Armor Fund Instl | HDCTX | $70,225,703 | $67,840,337 | $2,385,366 |
| EAVOL NASDAQ-100 Volatil Overlay Risk A | CLPAX | $15,585,747 | $15,001,993 | $583,754 |
| Certeza Convex Core A | CNVEX | $8,703,014 | $8,625,160 | $77,854 |
| Equities + Managed Futures | ||||
| Catalyst/Millburn Hedge Strategy I | MBXIX | $3,474,740,578 | $3,175,933,476 | $298,807,102 |
| Standpoint Multi-Asset Institutional | BLNDX | $272,188,556 | $212,429,793 | $59,758,763 |
| Active Fixed Income | ||||
| Catalyst/Stone Beach Income Opp I | IOXIX | $20,638,937 | $21,063,857 | -$425,855 |
| Catalyst Multi-Strategy I | ACXIX | $4,686,937 | $4,133,230 | $553,707 |
| All Weather / Multi-Strat | ||||
| Rational/ReSolve Adaptive Asset Allc I | RDMIX | $88,861,538 | $76,235,558 | $12,625,980 |
| Astor Macro Alternative I | GBLMX | $40,855,928 | $37,979,338 | $2,876,590 |
| Catalyst/Teza Algorithmic Alloc I | TEZIX | $5,492,534 | $5,980,538 | -$488,004 |
| Catalyst/Millburn Dynamic Cmdty Stgy I | DCXIX | $22,397,666 | $10,153,667 | $12,243,999 |
| Options | ||||
| Catalyst/Warrington Strategic Program A | CWXAX | $105,604,044 | $104,041,170 | $1,562,874 |
| AlphaCentric Premium Opportunity A | HMXAX | $177,966,546 | $195,173,821 | -$17,207,275 |
| Rational Tactical Return Instl | HRSTX | $299,729,010 | $296,992,136 | $2,736,874 |
| Commodities | ||||
| SilverPepper Cmdty Strats Glb Macro Inst | SPCIX | $215,325,004 | $198,307,739 | $17,017,265 |
| Managed Futures | ||||
| AXS Chesapeake Strategy I | EQCHX | $30,607,203 | $28,386,078 | $2,221,125 |