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 Small Cap Insider Buying Fund Class A (CTVAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
Sales Expenses
Expense Ratio
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.


1 month+3.57% 3 years+1.67%
3 months+3.30% 5 years+5.85%
1 year+12.02% Since inception+5.24%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+5.85%+12.99%
Expense ratio2.16%1.20%
Risk 5 year sharpe ratio0.450.96
Net assets$16.5M$1.0B
Average market cap$1.3B$3.3B
Average P/E19.123.0
Portfolio turnover228%228%

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 / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock98.17%
International stock0.00%
Fixed income0.00%
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
OLLI Ollie's Bargain Outlet Holdings Inc6.60%
CORT Corcept Therapeutics Inc6.52%
MMAC MMA Capital Management LLC6.15%
WD Walker & Dunlop Inc5.92%
VSEC VSE Corp4.94%
AEIS Advanced Energy Industries Inc4.77%
CVGW Calavo Growers Inc4.75%
PAYC Paycom Software Inc4.54%
UCTT Ultra Clean Holdings Inc4.52%
MKSI MKS Instruments Inc4.42%