Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Catalyst Insider Long/Short Fund Class C (CIACX)

8.59
Net Asset Value
-0.58%
1 Day
-16.60%
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-2.28% 3 years-2.91%
3 months-4.89% 5 years--
1 year-10.55% Since inception-1.81%
Data through --

Peer Comparisonvs. Long-short equity

 CIACXCategory
Performance 5-yr return--+3.06%
Expense ratio4.38%1.92%
Risk 5 year sharpe ratio--0.44
Net assets$4.6M$257.5M
Average market cap$5.5B$32.5B
Average P/E16.416.3
Portfolio turnover239%239%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash102.12%
U.S. stock1.25%
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
MMAC MMA Capital Management LLC7.70%
EBIX Ebix Inc5.32%
AZO Autozone Inc4.73%
TSCO Tractor Supply Co4.59%
GSAT Globalstar Inc4.16%
CALM Cal-Maine Foods Inc4.14%
AZZ AZZ Inc4.06%
TDG TransDigm Group Inc4.05%
BRSS Global Brass and Copper Holdings Inc3.91%
DLTR Dollar Tree Inc3.80%