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Catalyst Macro Strategy Fund Class A (MCXAX)

9.31
Net Asset Value
+0.87%
1 Day
+14.94%
Year-to-Date
Overall Morningstar Rating
Multialternative
Style or Category
5.75
Sales Expenses
4.04%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation with positive returns in all market conditions. The fund will make investments that the fund's Advisor believes offer a high probability of return. These investments include equity securities with market capitalizations over $200 million, fixed income securities of any credit quality, duration including U.S. Treasury securities, corporate bonds, foreign fixed income securities, ETFs, individual stock, index or ETF options, financial futures, and other investment companies. The fund is non-diversified.

Performance

1 month+7.33% 3 years+2.61%
3 months+6.83% 5 years--
1 year+14.37% Since inception+1.02%
Data through --

Peer Comparisonvs. Multialternative

 MCXAXCategory
Performance 5-yr return--+2.60%
Expense ratio4.04%1.84%
Risk 5 year sharpe ratio--0.57
Net assets$22.2M$437.9M
Average market cap--$23.7B
Average P/E--19.7
Portfolio turnover188%188%

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Fund Management and Purchase Info

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

Holdings

U.S. stock53.40%
Cash27.39%
Fixed income19.28%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.