Catalyst Hedged Insider Buying Fund Class A (STVAX)

10.46
Net Asset Value
-0.48%
1 Day
-3.33%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
5.75
Sales Expenses
2.10%
Expense Ratio
High
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.

Performance

1 month+3.44% 3 years+6.43%
3 months-0.84% 5 years--
1 year-9.86% Since inception+5.23%
Data through --

Peer Comparisonvs. Long/short equity

 STVAXCategory
Performance 5-yr return--+6.85%
Expense ratio2.10%1.90%
Risk 5 year sharpe ratio--0.78
Net assets$18.9M$400.8M
Average market cap$2.5B$36.2B
Average P/E15.817.4
Portfolio turnover255%255%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock93.77%
Cash4.96%
International stock1.27%
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
AEGR Aegerion Pharmaceuticals Inc5.19%
LE Lands End Inc4.76%
OPK OPKO Health Inc4.45%
DXPE DXP Enterprises Inc4.39%
HLF Herbalife Ltd4.34%
DKS Dick's Sporting Goods Inc4.28%
IILG Interval Leisure Group Inc4.25%
TFM Fresh Market Inc3.96%
ADT ADT Corp3.90%
FAST Fastenal Co3.71%

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