Catalyst Mutual Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.237.68-4.10-2.624.49
    Category Average-0.014.248.00-5.147.31
    Assets for Each Yr*3.035.876.065.696.30
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.49 -1.63 0.44

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,303 mil $2,500 22.47 77.53
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 6.29 1.80 Above Avg
    International Stock 3.1 1.04 1.45 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.6 3.03 1.59 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 13.10
    Catalyst/SMH High In Dwayne A. Moyers 9.10
    Catalyst/SMH Total R Dwayne A. Moyers 9.10
    Catalyst Insider Buy David Miller 8.10
    Catalyst/MAP Global Michael S. Dzialo 7.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Growth of I Charles Ashley 0.50
    Catalyst Enhanced In Leland Abrams 0.70
    Catalyst Floating Ra Stan Sokolowski 1.10
    Catalyst Multi-Strat Darren J. Kottle 1.60
    Catalyst IPOx Alloca David Miller 2.40