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Catalyst Small Cap Insider Buying Fund Class I (CTVIX)

13.08
Net Asset Value
+2.03%
1 Day
-19.66%
Year-to-Date
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
1.81%
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-12.68% 3 years+6.45%
3 months-20.15% 5 years+4.36%
1 year-29.62% Since inception+13.61%
Data through --

Peer Comparisonvs. Small value

 CTVIXCategory
Performance 5-yr return+4.36%+14.76%
Expense ratio1.81%1.36%
Risk 5 year sharpe ratio0.390.84
Net assets$65.5M$827.9M
Average market cap$494.0M$2.6B
Average P/E--18.1
Portfolio turnover231%231%

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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

Holdings

U.S. stock98.78%
Cash1.06%
Fixed income0.16%
International stock0.00%
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
ABTL Autobytel Inc5.38%
CPRX Catalyst Pharmaceuticals Inc5.32%
OVAS OvaScience Inc3.86%
TXTR Textura Corp3.11%
AMCC Applied Micro Circuits Corp3.06%
CBK Christopher & Banks Corp2.86%
SLCA U.S. Silica Holdings Inc2.64%
MDRX Allscripts Healthcare Solutions Inc2.60%
ECOM ChannelAdvisor Corp2.55%
TRUE TrueCar Inc2.45%

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