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Catalyst Dynamic Alpha Fund Class A (CPEAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks- other types of equity securities in which the fund may invest include real estate investment trusts ("REITs") and American Depositary Receipts ("ADRs"). Under normal conditions- the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities defined as common stocks- REITs and ADRs. It is non-diversified.


1 month-- 3 years--
3 months-- 5 years--
1 year-- Since inception+18.41%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return--+13.70%
Expense ratio1.45%1.12%
Risk 5 year sharpe ratio1.491.35
Net assets$353.5M$3.5B
Average market cap$31.3B$125.0B
Average P/E24.527.2
Portfolio turnover95%95%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureBruce Miller / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock96.85%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MCHP Microchip Technology Inc5.01%
TFX Teleflex Inc5.00%
STI SunTrust Banks Inc4.61%
PYPL PayPal Holdings Inc4.60%
MAR Marriott4.60%
SPGI S&P Global Inc4.55%
AXP American Express4.54%
HII Huntington Ingalls Industries Inc4.46%
DWDP DowDuPont Inc4.43%
HON Honeywell4.42%