Catalyst Mutual Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return20.183.321.836.42-7.01
    Category Average20.016.55-0.014.322.25
    Assets for Each Yr*0.481.543.215.885.64
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family -7.01 0.51 5.00

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,635 mil $2,500 39.65 60.35
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 8.45 1.73 Above Avg
    International Stock 3.7 0.60 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.0 1.94 1.65 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    NVIDIA Corp* Technology 1.55 0.13
    United Parcel Service Inc Class * Industrials -7.88 0.11
    SunTrust Banks Inc* Financial Services -0.46 0.10
    EnLink Midstream LLC* Energy -1.29 0.10
    Plains GP Holdings LP Class A* Energy -9.34 0.10
    Williams Companies Inc* Energy -7.00 0.10
    Targa Resources Corp* Energy 3.01 0.09
    NuStar GP Holdings LLC* Energy -4.34 0.09
    Waste Management Inc* Industrials 1.97 0.08
    RenaissanceRe Holdings Ltd* Financial Services 6.48 0.08
    MGM Resorts International* Consumer Cyclical -7.42 0.08
    Alaska Air Group Inc* Industrials 7.40 0.08
    Alphabet Inc C* Technology 6.18 0.07
    PTC Inc* Technology 13.72 0.07
    Amazon.com Inc* Consumer Cyclical 12.93 0.07
    IDEX Corp* Industrials 1.80 0.07
    Martin Marietta Materials Inc* Basic Materials -6.35 0.07
    Computer Sciences Corp* Technology 14.76 0.07
    MarketAxess Holdings Inc* Financial Services 26.14 0.07
    Corning Inc* Technology 13.58 0.06

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst/Millburn He Harvey Beker 20.20
    Catalyst Hedged Futu Edward S. Walczak 11.30
    Catalyst Small Cap I David Miller 10.70
    Catalyst/Auctos Mult Kevin Jamali 9.40
    Catalyst/Groesbeck G Robert P. Dainesi 7.20

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Exceed Defi Michael Schoonover 1.10
    Catalyst Hedged Comm Kimberly Rios 1.50
    Catalyst IPOx Alloca David Miller 1.50
    Catalyst Intelligent David Miller 1.90
    Catalyst/Lyons Tacti Alexander Read 2.00