Catalyst Hedged Insider Buying Fund Class A (STVAX)

13.58
Net Asset Value
+0.22%
1 Day
+5.19%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
5.75
Sales Expenses
2.85%
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.

Performance

1 month-0.29% 3 years+13.08%
3 months+0.15% 5 years--
1 year+14.81% Since inception+11.58%
Data through --

Peer Comparisonvs. Long/short equity

 STVAXCategory
Performance 5-yr return--+9.35%
Expense ratio2.85%1.90%
Risk 5 year sharpe ratio--0.83
Net assets$31.8M$505.4M
Average market cap$4.2B$34.8B
Average P/E19.317.4
Portfolio turnover277%277%

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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

U.S. stock91.11%
Cash6.08%
International stock2.81%
Fixed income0.00%
Other0.00%
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
TDC Teradata Corp3.37%
TGI Triumph Group Inc3.22%
-- Ishares3.10%
HK Halcon Resources Corp3.06%
OPK Opko Health Inc2.99%
CHGG Chegg Inc2.88%
ADM Archer-Daniels Midland Co2.84%
STAG Stag Industrial Inc2.82%
CNX Consol Energy Inc2.80%
-- Fusion-io Inc2.75%

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