Catalyst Small Cap Insider Buying Fund Class A (CTVAX)

15.15
Net Asset Value
-3.38%
1 Day
-6.13%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
5.75
Sales Expenses
2.06%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in small-cap stocks defined as stocks of companies with less than $4 billion in market capitalization. It seeks to achieve its investment objective by investing primarily in common stocks of small capitalization U.S. companies. The fund is non-diversified.

Performance

1 month-5.49% 3 years+13.07%
3 months-4.11% 5 years+7.30%
1 year-17.00% Since inception+7.21%
Data through --

Peer Comparisonvs. Small value

 CTVAXCategory
Performance 5-yr return+7.30%+12.55%
Expense ratio2.06%1.37%
Risk 5 year sharpe ratio0.370.82
Net assets$77.4M$845.6M
Average market cap$494.0M$2.7B
Average P/E--18.5
Portfolio turnover231%231%

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 / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.78%
Cash1.06%
Fixed income0.16%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 17.38%
Telecommunication 16.70%
Consumer goods 11.48%
Hardware 8.61%
Healthcare 7.52%
Top 10 Holdings
Portfolio weighting
ABTL Autobytel Inc5.38%
CPRX Catalyst Pharmaceuticals Inc5.32%
OVAS OvaScience Inc3.86%
TXTR Textura Corp3.11%
AMCC Applied Micro Circuits Corp3.06%
CBK Christopher & Banks Corp2.86%
SLCA U.S. Silica Holdings Inc2.64%
MDRX Allscripts Healthcare Solutions Inc2.60%
ECOM ChannelAdvisor Corp2.55%
TRUE TrueCar Inc2.45%

To view my watchlist

Not a member yet?

Sign up now for a free account