Catalyst Mutual Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return20.183.321.836.42-6.79
    Category Average20.016.530.004.322.40
    Assets for Each Yr*0.481.543.215.885.82
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family -6.79 0.56 4.68

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,638 mil $2,500 37.69 62.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 8.32 1.74 Above Avg
    International Stock 3.7 0.62 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 1.82 1.65 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    NVIDIA Corp* Technology -2.15 0.13
    United Parcel Service Inc Class * Industrials -5.54 0.11
    SunTrust Banks Inc* Financial Services 4.05 0.10
    EnLink Midstream LLC* Energy -0.47 0.10
    Plains GP Holdings LP Class A* Energy -10.99 0.10
    Williams Companies Inc* Energy -0.67 0.10
    Targa Resources Corp* Energy 1.57 0.09
    NuStar GP Holdings LLC* Energy -2.96 0.09
    Waste Management Inc* Industrials 3.24 0.08
    RenaissanceRe Holdings Ltd* Financial Services 4.60 0.08
    MGM Resorts International* Consumer Cyclical 6.90 0.08
    Alaska Air Group Inc* Industrials -3.76 0.08
    Alphabet Inc C* Technology 17.38 0.07
    Computer Sciences Corp* Technology 27.03 0.07
    PTC Inc* Technology 16.81 0.07
    Amazon.com Inc* Consumer Cyclical 23.35 0.07
    IDEX Corp* Industrials 16.70 0.07
    Martin Marietta Materials Inc* Basic Materials -0.42 0.07
    MarketAxess Holdings Inc* Financial Services 31.26 0.07
    Corning Inc* Technology 19.51 0.06

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Lowest Expenses | More
    04-28-17

    Highest Expenses | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Millburn He Harvey Beker 20.30
    Catalyst Hedged Futu Edward S. Walczak 11.40
    Catalyst Small Cap I David Miller 10.70
    Catalyst/Auctos Mult Kevin Jamali 9.50
    Catalyst/Groesbeck G Robert P. Dainesi 7.30

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Exceed Defi Michael Schoonover 1.10
    Catalyst Hedged Comm Kimberly Rios 1.60
    Catalyst IPOx Alloca David Miller 1.60
    Catalyst Intelligent David Miller 2.00
    Catalyst/Lyons Tacti Alexander Read 2.10