Catalyst Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------3.21
    Category Average6.330.244.268.111.61
    Assets for Each Yr*1.533.205.906.096.18
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 3.21 2.29 3.29

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,183 mil $2,500 25.17 74.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 11.19 1.73 Above Avg
    International Stock 3.0 0.70 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.6 1.59 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Abbott Laboratories* Healthcare 21.29 0.08
    VMware Inc* Technology 12.90 0.08
    BlackRock Inc* Financial Services -16.96 0.07
    SunTrust Banks Inc* Financial Services 0.26 0.07
    Cheniere Energy Inc* Energy 18.68 0.06
    Boyd Gaming Corp* Consumer Cyclical -9.10 0.05
    W.W. Grainger Inc* Industrials 32.49 0.05
    Kinder Morgan Inc P* Energy -0.69 0.04
    Semgroup Corp* Energy -26.80 0.04
    Tallgrass Energy LP A* Energy -3.60 0.04
    Marathon Petroleum Corp* Energy 21.42 0.03
    Western Gas Equity Partners LP* Energy -7.72 0.03
    Best Buy Co Inc* Consumer Cyclical 5.30 0.02
    Boeing Co* Industrials 23.17 0.02
    Adobe Systems Inc* Technology 36.24 0.02
    Broadridge Financial Solutions I* Industrials 29.11 0.02
    Darden Restaurants Inc* Consumer Cyclical 10.46 0.02
    Enterprise Products Partners LP* Energy 12.27 0.02
    Honeywell International Inc* Industrials 1.63 0.02
    Microsoft Corp* Technology 25.30 0.02

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.20
    Catalyst/Groesbeck G Robert P. Dainesi 8.80
    Catalyst/SMH High In Dwayne A. Moyers 8.20
    Catalyst/SMH Total R Dwayne A. Moyers 8.20
    Catalyst Insider Buy David Miller 7.20

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Floating Ra Stan Sokolowski 0.20
    Catalyst Insider Inc Leland Abrams 0.30
    Catalyst Multi-Strat Darren J. Kottle 0.70
    Catalyst/Exceed Defi Joseph Halpern 1.80
    Catalyst/Millburn He Harvey Beker 2.80