Catalyst Mutual Funds Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return3.332.006.43-3.96-0.28
    Category Average6.330.244.268.110.66
    Assets for Each Yr*1.533.205.906.095.99
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.28 0.11 2.94

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,989 mil $2,500 26.24 73.76
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 10.49 1.73 Above Avg
    International Stock 3.0 0.69 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 1.55 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Honeywell International Inc* Industrials 2.64 0.08
    S&P Global Inc* Financial Services 20.49 0.08
    Praxair Inc* Basic Materials 2.48 0.07
    Abbott Laboratories* Healthcare 14.88 0.07
    BlackRock Inc* Financial Services -6.58 0.07
    Marriott International Inc Class* Consumer Cyclical -8.21 0.07
    DXC Technology Co* Technology 1.63 0.07
    SunTrust Banks Inc* Financial Services 15.37 0.07
    NVIDIA Corp* Technology 26.68 0.06
    Boyd Gaming Corp* Consumer Cyclical 2.45 0.06
    NextEra Energy Inc* Utilities 13.57 0.06
    Textron Inc* Industrials 17.85 0.06
    Energy Transfer Equity LP* Energy 9.13 0.05
    Targa Resources Corp* Energy 17.00 0.05
    Kinder Morgan Inc P* Energy 2.24 0.04
    Cheniere Energy Inc* Energy 14.28 0.04
    Williams Companies Inc* Energy 2.16 0.04
    Leidos Holdings Inc* Technology 12.06 0.03
    Broadridge Financial Solutions I* Industrials 47.89 0.02
    The Home Depot Inc* Consumer Cyclical 4.27 0.02

    Best 5-Year Relative Performance | More
    08-17-18

    Worst 5-Year Relative Performance | More
    08-17-18

    Lowest Expenses | More
    08-17-18

    Highest Expenses | More
    08-17-18

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.00
    Catalyst/Groesbeck G Robert P. Dainesi 8.60
    Catalyst/SMH High In Dwayne A. Moyers 8.00
    Catalyst/SMH Total R Dwayne A. Moyers 8.00
    Catalyst Insider Buy David Miller 7.10

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Floating Ra Stan Sokolowski 0.00
    Catalyst Insider Inc Leland Abrams 0.10
    Catalyst Multi-Strat Darren J. Kottle 0.50
    Catalyst/Exceed Defi Joseph Halpern 1.60
    Catalyst/Millburn He Harvey Beker 2.60