Catalyst Mutual Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return1.237.68-4.10-2.623.49
    Category Average-0.034.218.02-5.154.79
    Assets for Each Yr*3.035.876.065.696.18
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.49 0.27 0.87

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,176 mil $2,500 23.20 76.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 7.01 1.74 Above Avg
    International Stock 3.0 0.95 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.7 2.47 1.52 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Ulta Beauty Inc* Consumer Cyclical 42.87 0.05
    American Tower Corp* Communication Services 32.69 0.04
    Fortinet Inc* Technology 8.77 0.04
    Salesforce.com Inc* Technology 10.49 0.04
    VMware Inc* Technology 27.24 0.04
    Ciena Corp* Technology 25.24 0.03
    Energy Transfer LP* Energy 13.02 0.03
    Deere & Co* Industrials 2.09 0.02
    EnLink Midstream LLC* Energy 11.11 0.02
    Semgroup Corp* Energy -5.62 0.02
    Amarin Corp PLC ADR* Healthcare 37.11 0.01
    AutoZone Inc* Consumer Cyclical 32.88 0.01
    Broadcom Inc* Technology 11.79 0.01
    Campbell Soup Co* Consumer Defensive 31.37 0.01
    Cognizant Technology Solutions C* Technology -1.17 0.01
    Dollar Tree Inc* Consumer Defensive 20.31 0.01
    Microsoft Corp* Technology 31.18 0.01
    O'Reilly Automotive Inc* Consumer Cyclical 12.56 0.01
    Tellurian Inc* Energy 15.11 0.01
    Tetra Tech Inc* Industrials 40.70 0.01

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.90
    Catalyst/SMH High In Dwayne A. Moyers 8.80
    Catalyst/SMH Total R Dwayne A. Moyers 8.80
    Catalyst Insider Buy David Miller 7.90
    Catalyst Dynamic Alp Cory S. Krebs 7.50

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Growth of I Charles Ashley 0.30
    Catalyst Enhanced In Leland Abrams 0.50
    Catalyst Floating Ra Stan Sokolowski 0.90
    Catalyst Multi-Strat Darren J. Kottle 1.30
    Catalyst IPOx Alloca David Miller 2.20