| 12.04 Net Asset Value | 0.00% 1 Day | +7.50% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | No Load Sales Expenses | 4.67% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +1.26% | 3 years | -- | |
| 3 months | +2.47% | 5 years | -- | |
| 1 year | +27.00% | Since inception | +11.92% |
| STVCX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +2.46% |
| Expense ratio | 4.67% | 1.94% |
| Risk 5 year sharpe ratio | -- | 0.19 |
| Net assets | $9.9M | $394.3M |
| Average market cap | $3.1B | $30.6B |
| Average P/E | 15.1 | 17.0 |
| Portfolio turnover | 196% | 196% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Catalyst Mutual Funds |
| Fund manager & tenure | David Miller / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 29.35% |
| Healthcare | 22.87% |
| Consumer service | 12.26% |
| Telecommunication | 7.53% |
| Media | 6.43% |
| OSK Oshkosh Corporation | 4.33% |
| TPX Tempur-Pedic International, Inc. | 3.78% |
| GNW Genworth Financial Inc | 3.39% |
| TSLA Tesla Motors, Inc. | 3.34% |
| CHMT Chemtura Corporation | 3.05% |
| WU Western Union Company | 3.01% |
| TSO Tesoro Corporation | 2.96% |
| IRF International Rectifier | 2.88% |
| ISIL Intersil Corporation | 2.88% |
| CY Cypress Semiconductor Corporation | 2.88% |
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