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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
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. The fund seeks to invest in companies that have exhibited recent insider buying by corporate executives or directors. It will also buy put options or write covered and uncovered call options on the equity indexes to hedge downside risk and reduce volatility.


1 month+3.47% 3 years-15.48%
3 months+4.10% 5 years-4.43%
1 year-24.95% Since inception-2.72%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return-4.43%+5.86%
Expense ratio3.25%1.94%
Risk 5 year sharpe ratio-0.190.55
Net assets$2.3M$263.4M
Average market cap$20.9B$28.6B
Average P/E19.216.9
Portfolio turnover156%156%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock90.55%
International stock2.60%
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
ULTA Ulta Salon Cosmetics and Fragrance Inc5.06%
ORLY O'Reilly Automotive Inc4.69%
LUV Southwest Airlines4.34%
JNJ Johnson & Johnson3.78%
AFL Aflac Inc3.74%
APD Air Products and Chemicals Inc3.64%
DAL Delta Air Lines3.59%
CIM Chimera Investment Corp3.58%
MO Altria Group3.58%
SYY Sysco Corp3.51%