Catalyst Macro Strategy Fund Class A (MCXAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation with low correlation to the U.S. equity markets. The fund seeks to participate in market trends in equities- currencies- fixed income- commodities- and market volatility. The fund's Advisor identifies market trends by monitoring for fundamental changes in various asset classes and by monitoring asset class indices and futures for price trends. The Advisor takes advantage of market trends by implementing various strategies- which may include- but are not limited to: market volatility mean revision- roll yield capture- leveraged ETF inefficiencies and long-dated option inefficiencies. It is non-diversified.


1 month+9.01% 3 years-14.37%
3 months+9.67% 5 years--
1 year-15.87% Since inception-3.85%
Data through --

Peer Comparisonvs. Multialternative

Performance 5-yr return--+2.02%
Expense ratio3.31%1.92%
Risk 5 year sharpe ratio--0.40
Net assets$11.0M$447.0M
Average market cap--$24.3B
Average P/E--15.6
Portfolio turnover188%188%

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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


U.S. stock63.57%
International stock27.75%
Fixed income0.95%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 11.01%
-- 4.25%
-- 3.91%
-- 3.78%
-- 3.46%
-- 3.33%
-- 2.86%
-- 2.85%
-- 2.33%
STMP Stamps.Com Inc2.22%