Catalyst Mutual Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return20.183.321.836.42-7.15
    Category Average19.646.64-0.904.514.50
    Assets for Each Yr*0.481.543.215.885.78
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family -7.15 -0.31 5.36

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,782 mil $2,500 33.92 66.08
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 8.41 1.74 Above Avg
    International Stock 2.8 0.69 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 1.26 1.65 Above Avg
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Marriott International Inc Class* Consumer Cyclical 19.33 0.12
    Alaska Air Group Inc* Industrials -10.57 0.10
    EnLink Midstream LLC* Energy -10.16 0.09
    Plains GP Holdings LP Class A* Energy -38.24 0.09
    SunTrust Banks Inc* Financial Services 3.28 0.09
    Kinder Morgan Inc P* Energy -8.62 0.08
    Targa Resources Corp* Energy -17.89 0.08
    Corning Inc* Technology 16.15 0.07
    MarketAxess Holdings Inc* Financial Services 29.12 0.07
    RenaissanceRe Holdings Ltd* Financial Services 7.31 0.07
    NuStar GP Holdings LLC* Energy -24.10 0.07
    Waste Management Inc* Industrials 7.32 0.07
    Amazon.com Inc* Consumer Cyclical 27.82 0.07
    Microchip Technology Inc* Technology 28.86 0.07
    Eagle Materials Inc* Basic Materials -10.23 0.06
    Goldman Sachs Group Inc* Financial Services -6.64 0.06
    PTC Inc* Technology 15.67 0.06
    Cullen/Frost Bankers Inc* Financial Services -2.15 0.06
    Huntington Ingalls Industries In* Industrials 12.07 0.06
    Apple Inc* Technology 37.57 0.05

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

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

    Lowest Expenses | More
    08-18-17

    Highest Expenses | More
    08-18-17

    Longest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Millburn He Harvey Beker 20.60
    Catalyst Hedged Futu Edward S. Walczak 11.70
    Catalyst Small Cap I David Miller 11.10
    Catalyst/Auctos Mult Kevin Jamali 9.80
    Catalyst/Groesbeck G Robert P. Dainesi 7.60

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Exceed Defi Jospeh Halpern 0.60
    Catalyst Hedged Comm Kimberly Rios 1.90
    Catalyst IPOx Alloca David Miller 1.90
    Catalyst Intelligent David Miller 2.30
    Catalyst/Lyons Tacti Alexander Read 2.40