Catalyst Insider Long/Short Fund Class A (CIAAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation with low volatility and low correlation to the equity market. The fund seeks to achieve its investment objective by investing primarily in common stocks and options of U.S. companies. It will take long positions in stocks that are experiencing significant insider buying and take counteracting short positions, primarily through selling stocks short and buying put options, in those companies that are experiencing insider selling or no insider buying. The fund may invest in companies of any market capitalization, including smaller-sized companies. It is non-diversified.


1 month+14.83% 3 years--
3 months+12.22% 5 years--
1 year+7.47% Since inception+4.44%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return--+11.15%
Expense ratio4.51%1.92%
Risk 5 year sharpe ratio--0.99
Net assets$1.8M$534.5M
Average market cap$2.3B$39.2B
Average P/E23.216.7
Portfolio turnover253%253%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 1 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


International stock47.44%
U.S. stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TSLA Tesla Motors, Inc.92.85%
TWTR Twitter Inc73.53%
GRPN Groupon Inc49.43%
NFLX Netflix, Inc.35.41%
TNGO Tangoe Inc34.60%
ANGI Angie's List Inc31.75%
MELI Mercadolibre, Inc.31.13%
BKS Barnes & Noble, Inc.20.28%
VHI Valhi Inc.18.01%
KTOS Kratos Defense & Security Solutions, Inc.17.55%

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