Catalyst Hedged Insider Buying Fund Class A (STVAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long/short equity
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation. The fund invests primarily in common stocks of domestic issuers. It may invest in companies of any market capitalization but has a concentration in medium capitalization stocks. The fund seeks to invest in companies that have exhibited recent insider buying by corporate executives or directors and have the potential to earn high returns on invested capital while still generating a strong earnings yield. It is non-diversified.


1 month-4.34% 3 years+9.38%
3 months-6.10% 5 years--
1 year+0.19% Since inception+9.93%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return--+7.27%
Expense ratio2.85%1.95%
Risk 5 year sharpe ratio--0.74
Net assets$29.0M$490.6M
Average market cap$2.4B$35.6B
Average P/E17.817.6
Portfolio turnover255%255%

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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


U.S. stock85.17%
International stock9.58%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 29.35%
Healthcare 22.87%
Consumer service 12.26%
Telecommunication 7.53%
Media 6.43%
Top 10 Holdings
Portfolio weighting
-- Ishares4.19%
OPK Opko Health Inc3.78%
DKS Dick's Sporting Goods Inc3.71%
ZQK Quiksilver Inc3.63%
CLNE Clean Energy Fuels Corp3.48%
XON Intrexon Corp3.40%
DXPE DXP Enterprises Inc3.37%
EPB El Paso Pipeline Partners LP3.33%
IILG Interval Leisure Group Inc3.26%
LQDT Liquidity Service Inc3.19%

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