Catalyst Insider Long/Short Fund Class A (CIAAX)

10.84
Net Asset Value
+0.84%
1 Day
+3.34%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
5.75
Sales Expenses
5.85%
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.

Performance

1 month+5.24% 3 years--
3 months+4.94% 5 years--
1 year+2.83% Since inception+4.67%
Data through --

Peer Comparisonvs. Long/short equity

 CIAAXCategory
Performance 5-yr return--+6.50%
Expense ratio5.85%1.90%
Risk 5 year sharpe ratio--0.70
Net assets$16.7M$394.4M
Average market cap$1.9B$39.1B
Average P/E22.017.7
Portfolio turnover207%207%

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Fund Management and Purchase Info

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

Holdings

Cash85.62%
U.S. stock14.29%
Fixed income0.09%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
UAL United Continental Holdings7.50%
ZNGA Zynga Inc6.68%
NVAX Novavax Inc6.19%
OPK OPKO Health Inc5.94%
AMZN Amazon5.14%
TSLA Tesla4.95%
LAYN Layne Christensen Co4.82%
SEAS SeaWorld Entertainment Inc4.52%
TTMI TTM Technologies Inc4.44%
KEY KeyCorp4.29%

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