Catalyst Mutual Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return1.237.68-4.10-2.62--
    Category Average0.274.268.11-5.102.06
    Assets for Each Yr*3.035.876.065.695.69
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.62 0.19 1.05

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,691 mil $2,500 24.60 75.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 9.39 1.73 Above Avg
    International Stock 3.8 0.68 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.1 1.87 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    PayPal Holdings Inc* Financial Services 8.36 0.07
    S&P Global Inc* Financial Services 11.00 0.07
    American Express Co* Financial Services 5.82 0.06
    SunTrust Banks Inc* Financial Services 20.38 0.06
    W.W. Grainger Inc* Industrials 8.16 0.06
    Targa Resources Corp* Energy 20.77 0.05
    ONEOK Inc* Energy 17.13 0.04
    Williams Companies Inc* Energy 19.73 0.04
    Crestwood Equity Partners LP* Energy 15.55 0.03
    Kinder Morgan Inc P* Energy 17.10 0.03
    Enterprise Products Partners LP* Energy 11.92 0.02
    Broadridge Financial Solutions I* Industrials 5.26 0.02
    Marathon Petroleum Corp* Energy 12.00 0.02
    Microsoft Corp* Technology 6.05 0.02
    Regions Financial Corp* Financial Services 17.34 0.02
    Texas Instruments Inc* Technology 5.21 0.02
    The Home Depot Inc* Consumer Cyclical 4.52 0.02
    UnitedHealth Group Inc* Healthcare 6.58 0.02
    Waste Management Inc* Industrials 6.16 0.02
    Antero Midstream GP LP* Energy 13.95 0.01

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.50
    Catalyst/Groesbeck G Robert P. Dainesi 9.10
    Catalyst/SMH High In Dwayne A. Moyers 8.40
    Catalyst/SMH Total R Dwayne A. Moyers 8.40
    Catalyst Insider Buy David Miller 7.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Floating Ra Stan Sokolowski 0.50
    Catalyst Multi-Strat Darren J. Kottle 0.90
    Catalyst IPOx Alloca David Miller 1.80
    Catalyst/Exceed Defi Joseph Halpern 2.10
    Catalyst Insider Inc David Miller 2.90