Catalyst Mutual Funds Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return3.321.826.40-3.96-0.74
    Category Average6.330.174.278.12-0.36
    Assets for Each Yr*1.543.215.906.096.02
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.74 -0.26 3.03

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,023 mil $2,500 27.08 72.92
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 9.93 1.73 Above Avg
    International Stock 3.0 0.67 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.5 1.51 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Honeywell International Inc* Industrials -5.13 0.08
    S&P Global Inc* Financial Services 22.40 0.08
    Abbott Laboratories* Healthcare 9.51 0.07
    BlackRock Inc* Financial Services 2.88 0.07
    Apple Inc* Technology 10.08 0.07
    Marriott International Inc Class* Consumer Cyclical -1.75 0.07
    Praxair Inc* Basic Materials 3.30 0.07
    Salesforce.com Inc* Technology 32.06 0.07
    SunTrust Banks Inc* Financial Services 5.73 0.07
    American Express Co* Financial Services -1.39 0.06
    Boyd Gaming Corp* Consumer Cyclical 4.51 0.06
    NVIDIA Corp* Technology 29.84 0.06
    NextEra Energy Inc* Utilities 6.61 0.06
    Teleflex Inc* Healthcare 13.49 0.06
    Textron Inc* Industrials 18.57 0.06
    Union Pacific Corp* Industrials 8.43 0.06
    VMware Inc* Technology 19.70 0.06
    IDEX Corp* Industrials 5.68 0.05
    Targa Resources Corp* Energy 5.89 0.05
    Cheniere Energy Inc* Energy 27.64 0.04

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 11.90
    Catalyst/Groesbeck G Robert P. Dainesi 8.50
    Catalyst/SMH High In Dwayne A. Moyers 7.90
    Catalyst/SMH Total R Dwayne A. Moyers 7.90
    Catalyst Insider Buy David Miller 6.90

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Multi-Strat Darren J. Kottle 0.30
    Catalyst/Exceed Defi Joseph Halpern 1.50
    Catalyst Floating Ra Tom Wojczak 1.60
    Catalyst Insider Inc David Miller 2.30
    Catalyst/Millburn He Harvey Beker 2.50