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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+3.04% 3 years-3.14%
3 months+11.21% 5 years-2.07%
1 year-24.47% Since inception+8.48%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return-2.07%+6.74%
Expense ratio1.67%1.24%
Risk 5 year sharpe ratio-0.100.47
Net assets$28.4M$792.7M
Average market cap$688.4M$2.7B
Average P/E16.719.7
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. stock97.79%
International stock1.60%
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
MMAC MMA Capital Management LLC9.03%
CALM Cal-Maine Foods Inc7.90%
ZAGG ZAGG Inc6.89%
OZRK Bank of The Ozarks Inc6.07%
KW Kennedy-Wilson Holdings Inc5.91%
NEOG Neogen Corp5.39%
AZZ AZZ Inc5.23%
AFAM Almost Family Inc5.21%
TREC Trecora Resources3.92%
LCI Lannett Company Inc3.83%

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