Catalyst Mutual Funds Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | 1.23 | 7.68 | -4.10 | -2.62 | 4.49 |
| Category Average | -0.01 | 4.24 | 8.00 | -5.14 | 7.31 |
| Assets for Each Yr* | 3.03 | 5.87 | 6.06 | 5.69 | 6.30 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 4.49 | -1.63 | 0.44 | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $6,303 mil | $2,500 | 22.47 | 77.53 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 1.7 | 6.29 | 1.80 | Above Avg |
| International Stock | 3.1 | 1.04 | 1.45 | Above Avg |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | 2.6 | 3.03 | 1.59 | Above Avg |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Catalyst Insider Income I | 13 | -- | ||
| Catalyst/Lyons Tactical Allo | 19 | -- | ||
| Catalyst Buyback Strategy I | 28 | -- | ||
| Catalyst Floating Rate Incom | 31 | -- | ||
| Catalyst/MAP Global Balanced | 34 | -- | ||
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Catalyst Insider Buying A | 100 | -- | ||
| Catalyst Small Cap Insider B | 100 | -- | ||
| Catalyst/SMH High Income A | 99 | -- | ||
| Catalyst/SMH Total Return In | 99 | -- | ||
| Catalyst Hedged Futures Stra | 98 | -- | ||
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Catalyst Insider Income I | 0.75 | -- | ||
| Catalyst Floating Rate Incom | 1.07 | -- | ||
| Catalyst Buyback Strategy I | 1.27 | -- | ||
| Catalyst/MAP Global Equity A | 1.28 | -- | ||
| Catalyst/Exceed Defined Shie | 1.30 | -- | ||
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Catalyst Multi-Strategy A | 2.26 | -- | ||
| Catalyst/Millburn Hedge Stra | 2.18 | -- | ||
| Catalyst Hedged Futures Stra | 2.08 | -- | ||
| Catalyst Hedged Commodity St | 2.01 | -- | ||
| Catalyst Small Cap Insider B | 1.77 | -- | ||
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Catalyst Small Cap I | David Miller | 13.10 | ||
| Catalyst/SMH High In | Dwayne A. Moyers | 9.10 | ||
| Catalyst/SMH Total R | Dwayne A. Moyers | 9.10 | ||
| Catalyst Insider Buy | David Miller | 8.10 | ||
| Catalyst/MAP Global | Michael S. Dzialo | 7.70 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Catalyst Growth of I | Charles Ashley | 0.50 | ||
| Catalyst Enhanced In | Leland Abrams | 0.70 | ||
| Catalyst Floating Ra | Stan Sokolowski | 1.10 | ||
| Catalyst Multi-Strat | Darren J. Kottle | 1.60 | ||
| Catalyst IPOx Alloca | David Miller | 2.40 | ||