Catalyst Small Cap Insider Buying Fund Class A (CTVAX)

17.11
Net Asset Value
-0.29%
1 Day
+11.61%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.75
Sales Expenses
2.16%
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+3.25% 3 years+2.18%
3 months+10.57% 5 years+5.02%
1 year+17.61% Since inception+5.70%
Data through --

Peer Comparisonvs. Small growth

 CTVAXCategory
Performance 5-yr return+5.02%+11.88%
Expense ratio2.16%1.27%
Risk 5 year sharpe ratio0.370.89
Net assets$17.2M$1.1B
Average market cap$1.3B$3.5B
Average P/E18.725.8
Portfolio turnover228%228%

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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

Holdings

U.S. stock98.13%
Cash1.87%
International stock0.00%
Fixed income0.00%
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
OLLI Ollie's Bargain Outlet Holdings Inc8.25%
MMAC MMA Capital Management LLC6.76%
CORT Corcept Therapeutics Inc6.69%
AXGN AxoGen Inc6.07%
CVGW Calavo Growers Inc5.14%
CHDN Churchill Downs Inc4.95%
LCII LCI Industries4.82%
GTT GTT Communications Inc4.79%
ITIC Investors Title Co4.78%
OLBK Old Line Bancshares Inc4.75%