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Catalyst Macro Strategy Fund Class C (MCXCX)

10.01
Net Asset Value
-0.20%
1 Day
+24.66%
Year-to-Date
Overall Morningstar Rating
Multialternative
Style or Category
No Load
Sales Expenses
4.10%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation with low correlation to the U.S. equity markets. The fund seeks to participate in market trends in equities- currencies- fixed income- commodities- and market volatility. The fund's Advisor identifies market trends by monitoring for fundamental changes in various asset classes and by monitoring asset class indices and futures for price trends. The Advisor takes advantage of market trends by implementing various strategies- which may include- but are not limited to: market volatility mean revision- roll yield capture- leveraged ETF inefficiencies and long-dated option inefficiencies. It is non-diversified.

Performance

1 month+12.22% 3 years+6.03%
3 months+18.32% 5 years--
1 year+13.75% Since inception+2.49%
Data through --

Peer Comparisonvs. Multialternative

 MCXCXCategory
Performance 5-yr return--+2.60%
Expense ratio4.10%1.81%
Risk 5 year sharpe ratio--0.61
Net assets$24.6M$442.5M
Average market cap--$22.3B
Average P/E--19.6
Portfolio turnover188%188%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Cash65.58%
U.S. stock27.85%
Fixed income8.07%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 19.91%
SVXY ProShares Short VIX Short-Term Futures ETF14.41%
-- 8.92%
SVXY ProShares Short VIX Short-Term Futures ETF7.59%
-- 5.28%
-- 4.72%
-- 3.37%
-- 2.79%
UVXY ProShares Ultra VIX Short-Term Futures ETF1.66%
-- 1.56%