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Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

9.99
Net Asset Value
+0.20%
1 Day
-14.91%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
2.67%
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-8.93% 3 years-6.73%
3 months-20.33% 5 years-7.64%
1 year-32.77% Since inception+1.99%
Data through --

Peer Comparisonvs. Small blend

 CTVCXCategory
Performance 5-yr return-7.64%+8.22%
Expense ratio2.67%1.24%
Risk 5 year sharpe ratio-0.210.47
Net assets$31.3M$726.0M
Average market cap$831.5M$2.6B
Average P/E15.819.4
Portfolio turnover214%214%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock95.76%
International stock2.30%
Cash1.94%
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
CALM Cal-Maine Foods Inc7.79%
OZRK Bank of The Ozarks Inc6.48%
MMAC MMA Capital Management LLC6.34%
KW Kennedy-Wilson Holdings Inc4.45%
ZAGG ZAGG Inc4.25%
AFAM Almost Family Inc4.23%
-- 4.00%
POL PolyOne Corp3.72%
AZZ AZZ Inc3.55%
PF Pinnacle Foods Inc3.54%

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