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Catalyst Insider Long/Short Fund Class C (CIACX)

10.62
Net Asset Value
-0.19%
1 Day
+3.11%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
4.38%
Expense Ratio
High
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+0.66% 3 years+2.29%
3 months+8.04% 5 years--
1 year+5.57% Since inception+3.03%
Data through --

Peer Comparisonvs. Long/short equity

 CIACXCategory
Performance 5-yr return--+4.45%
Expense ratio4.38%1.84%
Risk 5 year sharpe ratio--0.44
Net assets$8.9M$297.1M
Average market cap$2.4B$45.8B
Average P/E16.218.3
Portfolio turnover239%239%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash106.86%
U.S. stock0.76%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TWTR Twitter14.13%
APOL Apollo Education Group Inc13.68%
SALE RetailMeNot Inc12.49%
LC LendingClub Corp9.18%
GOGO Gogo Inc8.38%
-- 7.38%
Z Zillow Group Inc5.20%
MMAC MMA Capital Management LLC4.81%
W Wayfair Inc3.88%
PSA Public Storage3.57%

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