Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

16.51
Net Asset Value
-0.66%
1 Day
+12.77%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.91%
Expense Ratio
Above Average
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+1.04% 3 years+2.39%
3 months+3.38% 5 years+5.29%
1 year+22.39% Since inception+5.27%
Data through --

Peer Comparisonvs. Small growth

 CTVCXCategory
Performance 5-yr return+5.29%+11.88%
Expense ratio2.91%1.26%
Risk 5 year sharpe ratio0.300.90
Net assets$18.1M$1.1B
Average market cap$1.4B$3.6B
Average P/E21.226.5
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. stock98.52%
Cash0.95%
International stock0.53%
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
SEDG Solaredge Technologies Inc7.66%
OLLI Ollie's Bargain Outlet Holdings Inc7.32%
GTT GTT Communications Inc5.32%
AXGN AxoGen Inc5.25%
MKSI MKS Instruments Inc5.11%
WD Walker & Dunlop Inc4.96%
OLBK Old Line Bancshares Inc4.93%
PATK Patrick Industries Inc4.90%
ITIC Investors Title Co4.83%
NEOG Neogen Corp4.78%