Catalyst Mutual Funds Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return3.352.036.46-3.981.19
    Category Average6.380.254.278.10-1.92
    Assets for Each Yr*1.523.205.896.096.05
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.19 0.89 2.16

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,045 mil $2,500 24.65 75.35
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 10.52 1.73 Above Avg
    International Stock 3.8 0.70 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.6 1.93 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-13-18

      Sector YTD Return % % Net Assets  
    Salesforce.com Inc* Technology 38.06 0.09
    Abbott Laboratories* Healthcare 28.44 0.08
    Illumina Inc* Healthcare 53.15 0.08
    Praxair Inc* Basic Materials 3.80 0.08
    Union Pacific Corp* Industrials 11.04 0.08
    VMware Inc* Technology 28.80 0.08
    American Express Co* Financial Services 8.89 0.07
    HollyFrontier Corp* Energy 11.54 0.07
    Marriott International Inc Class* Consumer Cyclical -18.65 0.07
    NVIDIA Corp* Technology -22.74 0.07
    SunTrust Banks Inc* Financial Services -15.05 0.07
    Kohl's Corp* Consumer Cyclical 17.32 0.06
    Plains GP Holdings LP Class A* Energy 8.20 0.06
    Boyd Gaming Corp* Consumer Cyclical -31.04 0.05
    IDEX Corp* Industrials 3.56 0.05
    ONEOK Inc* Energy 21.04 0.05
    W.W. Grainger Inc* Industrials 23.16 0.05
    Crestwood Equity Partners LP* Energy 32.56 0.04
    EnLink Midstream LLC* Energy -29.09 0.04
    Archrock Inc* Energy -8.44 0.03

    Best 5-Year Relative Performance | More
    12-13-18

    Worst 5-Year Relative Performance | More
    12-13-18

    Lowest Expenses | More
    12-13-18

    Highest Expenses | More
    12-13-18

    Longest Manager Tenure | More
    12-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 12.40
    Catalyst/Groesbeck G Robert P. Dainesi 9.00
    Catalyst/SMH High In Dwayne A. Moyers 8.30
    Catalyst/SMH Total R Dwayne A. Moyers 8.30
    Catalyst Insider Buy David Miller 7.40

    Shortest Manager Tenure | More
    12-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Floating Ra Stan Sokolowski 0.40
    Catalyst Multi-Strat Darren J. Kottle 0.80
    Catalyst IPOx Alloca David Miller 1.70
    Catalyst/Exceed Defi Joseph Halpern 2.00
    Catalyst Insider Inc David Miller 2.70