Catalyst Mutual Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return20.183.321.826.42-5.57
    Category Average19.646.64-0.884.515.55
    Assets for Each Yr*0.481.543.225.905.99
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family -5.57 0.33 5.30

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,994 mil $2,500 31.13 68.87
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.6 8.24 1.73 Above Avg
    International Stock 2.8 0.66 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 1.21 1.58 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-17

      Sector YTD Return % % Net Assets  
    S&P Global Inc* Financial Services 52.21 0.10
    Southwest Airlines Co* Industrials 18.79 0.09
    EnLink Midstream LLC* Energy -7.80 0.09
    Plains GP Holdings LP Class A* Energy -33.91 0.09
    Honeywell International Inc* Industrials 25.80 0.08
    MarketAxess Holdings Inc* Financial Services 31.62 0.08
    Marriott International Inc Class* Consumer Cyclical 39.95 0.08
    Targa Resources Corp* Energy -13.64 0.08
    Huntington Ingalls Industries In* Industrials 29.07 0.08
    SunTrust Banks Inc* Financial Services 10.70 0.08
    Amazon.com Inc* Consumer Cyclical 34.20 0.08
    Microchip Technology Inc* Technology 44.93 0.07
    Teleflex Inc* Healthcare 48.96 0.07
    DXC Technology Co* Technology 54.81 0.07
    NuStar GP Holdings LLC* Energy -27.73 0.07
    Waste Management Inc* Industrials 9.95 0.07
    Corning Inc* Technology 25.07 0.07
    Kinder Morgan Inc P* Energy -7.36 0.07
    Apple Inc* Technology 39.62 0.06
    Cullen/Frost Bankers Inc* Financial Services 11.98 0.06

    Best 5-Year Relative Performance | More
    10-16-17

    Worst 5-Year Relative Performance | More
    10-16-17

    Lowest Expenses | More
    10-16-17

    Highest Expenses | More
    10-16-17

    Longest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 11.20
    Catalyst/Groesbeck G Robert P. Dainesi 7.80
    Catalyst/SMH High In Dwayne A. Moyers 7.20
    Catalyst/SMH Total R Dwayne A. Moyers 7.20
    Catalyst Insider Buy David Miller 6.20

    Shortest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Exceed Defi Joseph Halpern 0.80
    Catalyst/Millburn He Harvey Beker 1.80
    Catalyst Hedged Comm Kimberly Rios 2.00
    Catalyst IPOx Alloca David Miller 2.00
    Catalyst/Auctos Mult Kevin Jamali 2.20