| 10.43 Net Asset Value | 0.00% 1 Day | +3.06% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | 5.75 Sales Expenses | 2.90% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -1.51% | 3 years | -- | |
| 3 months | -2.52% | 5 years | -- | |
| 1 year | +6.54% | Since inception | +4.33% |
| CIAAX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.46% |
| Expense ratio | 2.90% | 1.95% |
| Risk 5 year sharpe ratio | -- | 0.19 |
| Net assets | $3.1M | $410.0M |
| Average market cap | $626.4M | $32.1B |
| Average P/E | 12.9 | 16.9 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Catalyst Mutual Funds |
| Fund manager & tenure | David Miller / 1 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| EXAM ExamWorks Group, Inc. | 4.79% |
| IPHI Inphi Corp | 4.77% |
| ARCP American Realty Capital Properties Inc | 4.62% |
| SFY Swift Energy Company | 4.54% |
| VVTV ValueVision Media, Inc. Class A | 4.47% |
| LOGM LogMeIn, Inc. | 4.35% |
| CPSI Computer Programs and Systems, Inc. | 4.30% |
| IRC Inland Real Estate Corporation | 4.29% |
| VAC Marriott Vacations Worldwide Corp | 4.18% |
| TTI Tetra Technologies, Inc. | 4.12% |
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