Catalyst Small Cap Insider Buying Fund Class I (CTVIX)

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-0.84% 3 years+18.41%
3 months-3.82% 5 years+11.20%
1 year+12.93% Since inception+20.60%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return+11.20%+20.13%
Expense ratio1.72%1.38%
Risk 5 year sharpe ratio0.720.96
Net assets$110.8M$873.5M
Average market cap$608.7M$2.6B
Average P/E--18.0
Portfolio turnover231%231%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock96.93%
International stock1.41%
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
OPK Opko Health Inc3.36%
NES Nuverra Environmental Solutions Inc2.89%
CNSI Comverse Inc2.84%
ZQK Quiksilver Inc2.23%
HOS Hornbeck Offshore Services Inc2.20%
RGS Regis Corp2.20%
CPRX Catalyst Pharmaceutical Partners Inc2.18%
MEP Midcoast Energy Partners LP Class A2.17%
NVAX Novavax Inc2.16%
WTSL Wet Seal Inc Class A2.15%

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