Catalyst Mutual Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return1.237.68-4.10-2.625.83
    Category Average0.274.268.11-5.104.96
    Assets for Each Yr*3.035.876.065.695.99
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 5.83 2.26 1.66

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,985 mil $2,500 24.08 75.92
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 9.29 1.73 Above Avg
    International Stock 3.8 0.89 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.9 2.15 1.52 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Aon PLC* Financial Services 15.82 0.06
    American Express Co* Financial Services 18.61 0.06
    Abbott Laboratories* Healthcare 10.99 0.06
    Amgen Inc* Healthcare -0.89 0.06
    ConocoPhillips* Energy 8.51 0.06
    Fortinet Inc* Technology 21.14 0.06
    Illumina Inc* Healthcare 3.59 0.06
    Pfizer Inc* Healthcare -2.27 0.06
    Salesforce.com Inc* Technology 19.68 0.06
    Union Pacific Corp* Industrials 16.93 0.06
    Ciena Corp* Technology 15.48 0.05
    Humana Inc* Healthcare 0.06 0.05
    W.W. Grainger Inc* Industrials 6.57 0.05
    American Tower Corp* Communication Services 20.05 0.04
    Exelon Corp* Utilities 9.63 0.04
    Plains GP Holdings LP Class A* Energy 26.97 0.04
    Ulta Beauty Inc* Consumer Cyclical 36.60 0.04
    ONEOK Inc* Energy 28.21 0.03
    Antero Midstream GP LP* Energy 24.90 0.02
    EnLink Midstream LLC* Energy 29.45 0.02

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.60
    Catalyst/SMH High In Dwayne A. Moyers 8.60
    Catalyst/SMH Total R Dwayne A. Moyers 8.60
    Catalyst Insider Buy David Miller 7.60
    Catalyst Dynamic Alp Cory S. Krebs 7.20

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Groesbeck G Charles Ashley 0.00
    Catalyst Floating Ra Stan Sokolowski 0.60
    Catalyst Multi-Strat Darren J. Kottle 1.10
    Catalyst IPOx Alloca David Miller 1.90
    Catalyst/Exceed Defi Joseph Halpern 2.20