Catalyst Mutual Funds Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return20.183.321.836.42-6.38
    Category Average19.646.64-0.904.513.27
    Assets for Each Yr*0.481.543.215.885.89
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family -6.38 0.13 5.87

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,889 mil $2,500 35.42 64.58
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 8.07 1.74 Above Avg
    International Stock 3.0 0.69 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 1.58 1.65 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    NVIDIA Corp* Technology 37.59 0.13
    United Parcel Service Inc Class * Industrials -2.89 0.11
    SunTrust Banks Inc* Financial Services 1.60 0.10
    EnLink Midstream LLC* Energy -7.56 0.10
    Plains GP Holdings LP Class A* Energy -25.26 0.10
    Williams Companies Inc* Energy -4.40 0.10
    Targa Resources Corp* Energy -19.12 0.09
    NuStar GP Holdings LLC* Energy -13.88 0.09
    Waste Management Inc* Industrials 4.30 0.08
    RenaissanceRe Holdings Ltd* Financial Services 3.05 0.08
    MGM Resorts International* Consumer Cyclical 17.76 0.08
    Alaska Air Group Inc* Industrials 0.89 0.08
    Alphabet Inc C* Technology 20.15 0.07
    Computer Sciences Corp* Technology 31.00 0.07
    PTC Inc* Technology 21.48 0.07
    Amazon.com Inc* Consumer Cyclical 30.26 0.07
    IDEX Corp* Industrials 24.57 0.07
    Martin Marietta Materials Inc* Basic Materials 2.08 0.07
    MarketAxess Holdings Inc* Financial Services 34.97 0.07
    Corning Inc* Technology 24.85 0.06

    Best 5-Year Relative Performance | More
    06-27-17

    Worst 5-Year Relative Performance | More
    06-27-17

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Millburn He Harvey Beker 20.50
    Catalyst Hedged Futu Edward S. Walczak 11.50
    Catalyst Small Cap I David Miller 10.90
    Catalyst/Auctos Mult Kevin Jamali 9.70
    Catalyst/Groesbeck G Robert P. Dainesi 7.50

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Exceed Defi Michael Schoonover 1.30
    Catalyst Hedged Comm Kimberly Rios 1.70
    Catalyst IPOx Alloca David Miller 1.70
    Catalyst Intelligent David Miller 2.10
    Catalyst/Lyons Tacti Alexander Read 2.30