Catalyst Mutual Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return3.321.826.40-3.96-2.61
    Category Average6.330.174.278.12-1.13
    Assets for Each Yr*1.543.215.906.095.92
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -2.61 -0.59 2.88

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,924 mil $2,500 27.46 72.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 9.74 1.73 Above Avg
    International Stock 3.0 0.69 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.5 1.38 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Honeywell International Inc* Industrials -2.30 0.09
    Apple Inc* Technology 10.90 0.08
    S&P Global Inc* Financial Services 17.13 0.08
    Abbott Laboratories* Healthcare 9.11 0.08
    BlackRock Inc* Financial Services 5.38 0.08
    FMC Corp* Basic Materials -3.15 0.07
    Microchip Technology Inc* Technology 6.43 0.07
    Teleflex Inc* Healthcare 6.51 0.07
    American Express Co* Financial Services 2.40 0.07
    Boyd Gaming Corp* Consumer Cyclical 4.42 0.07
    EnLink Midstream LLC* Energy -2.43 0.07
    Marriott International Inc Class* Consumer Cyclical 2.60 0.07
    PayPal Holdings Inc* Financial Services 9.74 0.07
    Kinder Morgan Inc P* Energy -9.27 0.06
    Targa Resources Corp* Energy 3.59 0.06
    DXC Technology Co* Technology 5.81 0.06
    DowDuPont Inc* Basic Materials -4.59 0.06
    Huntington Ingalls Industries In* Industrials -5.65 0.06
    NextEra Energy Inc* Utilities 0.88 0.06
    Tallgrass Energy GP LP A* Energy -15.52 0.05

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 11.80
    Catalyst/Groesbeck G Robert P. Dainesi 8.40
    Catalyst/SMH High In Dwayne A. Moyers 7.80
    Catalyst/SMH Total R Dwayne A. Moyers 7.80
    Catalyst Insider Buy David Miller 6.80

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Multi-Strat Darren J. Kottle 0.30
    Catalyst/Exceed Defi Joseph Halpern 1.40
    Catalyst Floating Ra Tom Wojczak 1.50
    Catalyst Insider Inc David Miller 2.20
    Catalyst/Millburn He Harvey Beker 2.40