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Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

13.67
Net Asset Value
+1.41%
1 Day
+16.44%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
2.71%
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+14.01% 3 years-4.52%
3 months+9.19% 5 years+6.00%
1 year+11.14% Since inception+3.81%
Data through --

Peer Comparisonvs. Small blend

 CTVCXCategory
Performance 5-yr return+6.00%+14.53%
Expense ratio2.71%1.22%
Risk 5 year sharpe ratio0.340.94
Net assets$24.9M$913.6M
Average market cap$1.8B$2.7B
Average P/E17.721.1
Portfolio turnover189%189%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.87%
Cash1.14%
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
NVRO Nevro Corp3.72%
EGOV NIC Inc3.63%
LANC Lancaster Colony Corp3.53%
CFFN Capitol Federal Financial Inc3.19%
PZZA Papa John's International Inc3.18%
FIZZ National Beverage Corp2.96%
MMAC MMA Capital Management LLC2.92%
AEO American Eagle Outfitters Inc2.90%
NEOG Neogen Corp2.77%
HMSY HMS Holdings Corp2.63%