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Catalyst Small Cap Insider Buying Fund Class C (CTVCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
Expense Ratio
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+3.52% 3 years+6.22%
3 months+1.36% 5 years-0.40%
1 year-17.88% Since inception+3.52%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return-0.40%+10.20%
Expense ratio2.67%1.36%
Risk 5 year sharpe ratio0.040.73
Net assets$46.8M$745.8M
Average market cap$580.1M$2.6B
Average P/E--16.9
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


U.S. stock98.43%
International stock0.98%
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
CPRX Catalyst Pharmaceuticals Inc6.86%
OVAS OvaScience Inc5.30%
CALM Cal-Maine Foods Inc3.14%
MMAC MMA Capital Management LLC2.86%
ECOM ChannelAdvisor Corp2.70%
AMCC Applied Micro Circuits Corp2.39%
LTS Ladenburg Thalmann Financial Services Inc2.33%
AEGN Aegion Corp2.28%
-- 2.05%
GEF Greif Inc2.03%