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Catalyst Small Cap Insider Buying Fund Class I (CTVIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
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+2.34% 3 years-5.09%
3 months+0.65% 5 years+4.54%
1 year+20.93% Since inception+9.98%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+4.54%+11.30%
Expense ratio1.71%1.21%
Risk 5 year sharpe ratio0.280.85
Net assets$22.0M$987.2M
Average market cap$1.7B$3.1B
Average P/E18.021.2
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. stock99.06%
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
BOBE Bob Evans Farms Inc2.66%
HEES H&E Equipment Services Inc2.61%
AGO Assured Guaranty Ltd2.57%
TCB TCF Financial Corp2.55%
NC NACCO Industries Inc2.54%
THFF First Financial Corp2.54%
RUTH Ruth's Hospitality Group Inc2.53%
RTEC Rudolph Technologies Inc2.52%
XHR Xenia Hotels & Resorts Inc2.49%
SKYW SkyWest Inc2.48%