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Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
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.


1 month-1.78% 3 years-7.45%
3 months-0.82% 5 years+3.44%
1 year-2.25% Since inception+3.30%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+3.44%+14.53%
Expense ratio2.67%1.22%
Risk 5 year sharpe ratio0.371.01
Net assets$25.3M$864.2M
Average market cap$1.5B$2.8B
Average P/E17.621.5
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


U.S. stock98.05%
International stock0.00%
Fixed income0.00%
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
FIZZ National Beverage Corp5.09%
NEOG Neogen Corp5.07%
LANC Lancaster Colony Corp3.68%
SGC Superior Uniform Group Inc3.44%
EGOV NIC Inc3.20%
CFFN Capitol Federal Financial Inc2.88%
MED Medifast Inc2.81%
NVRO Nevro Corp2.66%
MMAC MMA Capital Management LLC2.63%
PZZA Papa John's International Inc2.50%