Catalyst Small Cap Insider Buying Fund Class I (CTVIX)

15.86
Net Asset Value
+1.67%
1 Day
+2.92%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
1.91%
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-2.76% 3 years+0.51%
3 months+4.82% 5 years+5.74%
1 year+13.12% Since inception+10.66%
Data through --

Peer Comparisonvs. Small blend

 CTVIXCategory
Performance 5-yr return+5.74%+12.99%
Expense ratio1.91%1.19%
Risk 5 year sharpe ratio0.400.92
Net assets$16.5M$1.1B
Average market cap$1.3B$3.5B
Average P/E19.123.7
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. stock98.17%
Cash1.83%
International stock0.00%
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
OLLI Ollie's Bargain Outlet Holdings Inc6.60%
CORT Corcept Therapeutics Inc6.52%
MMAC MMA Capital Management LLC6.15%
WD Walker & Dunlop Inc5.92%
VSEC VSE Corp4.94%
AEIS Advanced Energy Industries Inc4.77%
CVGW Calavo Growers Inc4.75%
PAYC Paycom Software Inc4.54%
UCTT Ultra Clean Holdings Inc4.52%
MKSI MKS Instruments Inc4.42%