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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+1.32% 3 years-1.41%
3 months-5.14% 5 years+2.68%
1 year-16.34% Since inception+2.96%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return+2.68%+5.78%
Expense ratio2.72%1.88%
Risk 5 year sharpe ratio0.260.70
Net assets$8.5M$345.1M
Average market cap$2.7B$38.4B
Average P/E--16.7
Portfolio turnover183%183%

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Fund Management and Purchase Info

Fund familyCatalyst Mutual Funds
Fund manager & tenureDavid Miller / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock90.95%
Fixed income7.67%
International stock0.00%
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
-- 10.63%
OPK OPKO Health Inc4.54%
OVAS OvaScience Inc3.80%
XON Intrexon Corp3.58%
BOBE Bob Evans Farms Inc2.76%
TDW Tidewater Inc2.63%
-- 2.41%
MRC MRC Global Inc2.39%
GEF Greif Inc2.35%
KEY KeyCorp2.32%