Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

16.72
Net Asset Value
-0.77%
1 Day
+2.58%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
2.72%
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-4.07% 3 years+10.31%
3 months+4.11% 5 years+13.43%
1 year+22.23% Since inception+9.15%
Data through --

Peer Comparisonvs. Small value

 CTVCXCategory
Performance 5-yr return+13.43%+20.13%
Expense ratio2.72%1.39%
Risk 5 year sharpe ratio0.801.13
Net assets$96.5M$859.8M
Average market cap$753.6M$2.5B
Average P/E--18.7
Portfolio turnover117%117%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock96.70%
International stock2.56%
Cash0.74%
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
OPK Opko Health Inc3.77%
NES Nuverra Environmental Solutions Inc3.49%
IBTX Independent Bank Group Inc3.44%
HK Halcon Resources Corp2.94%
KTOS Kratos Defense & Security Solutions Inc2.91%
GCA Global Cash Access Holdings Inc2.90%
RGS Regis Corp2.90%
MMLP Martin Midstream Partners LP2.65%
ODP Office Depot Inc2.57%
MDCA MDC Partners Inc Class A2.56%

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