Catalyst Mutual Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return3.321.826.40-3.96-3.27
    Category Average6.64-0.884.508.00-1.58
    Assets for Each Yr*1.543.215.906.095.98
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.27 -0.60 3.15

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,975 mil $2,500 27.72 72.28
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.9 9.61 1.73 Above Avg
    International Stock 3.0 0.67 1.70 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 2.5 1.28 1.54 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Honeywell International Inc* Industrials -1.33 0.09
    Apple Inc* Technology -1.70 0.08
    S&P Global Inc* Financial Services 14.20 0.08
    Abbott Laboratories* Healthcare 4.70 0.08
    BlackRock Inc* Financial Services 2.65 0.08
    FMC Corp* Basic Materials -12.87 0.07
    Microchip Technology Inc* Technology -2.09 0.07
    Teleflex Inc* Healthcare 9.06 0.07
    American Express Co* Financial Services 2.20 0.07
    Boyd Gaming Corp* Consumer Cyclical -0.03 0.07
    EnLink Midstream LLC* Energy -15.01 0.07
    Marriott International Inc Class* Consumer Cyclical 1.53 0.07
    PayPal Holdings Inc* Financial Services 6.94 0.07
    Kinder Morgan Inc P* Energy -8.16 0.06
    Targa Resources Corp* Energy 0.17 0.06
    DXC Technology Co* Technology 9.26 0.06
    DowDuPont Inc* Basic Materials -6.74 0.06
    Huntington Ingalls Industries In* Industrials 12.13 0.06
    NextEra Energy Inc* Utilities 3.66 0.06
    Tallgrass Energy GP LP A* Energy -14.00 0.05

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Small Cap I David Miller 11.70
    Catalyst/Groesbeck G Robert P. Dainesi 8.30
    Catalyst/SMH High In Dwayne A. Moyers 7.70
    Catalyst/SMH Total R Dwayne A. Moyers 7.70
    Catalyst Insider Buy David Miller 6.70

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Catalyst Multi-Strat Darren J. Kottle 0.20
    Catalyst/Exceed Defi Joseph Halpern 1.30
    Catalyst Floating Ra Tom Wojczak 1.50
    Catalyst Insider Inc David Miller 2.10
    Catalyst/Millburn He Harvey Beker 2.30