Mutual Funds - Profile

Catalyst Multi-Strategy Fund

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Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team relies on its proprietary Investment Program to make investment decisions.

The Investment Program is an absolute return strategy intended to capitalize on rising as well as declining price movements throughout the global financial industry and commodity markets.

The Investment Program utilizes a multi-system approach that participates More

Price

  • Last Close
  • $15.14
    -0.04
  • 52 Week HL
  • $15.64 - $13.31
  • Net Assets
  • $4.27 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Charles Ashley
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
5.8 % YTD

  • 3 Year
  • 7.12%
  • 5 Year
  • 2.36%
  • Best
  • 5.85%
    2020
  • Worst
  • -2.61%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ACXCX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%0%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.5% -7.2% 1.2% 0.3% 1.9% 2.8% - - - - -
Q2 0.3% 2.7% 0.4% -1.6% -1% 1.1% -100% - - - -
Q3 -1.7% 2.6% -2.2% -0.1% -4.1% -1.6% -2.1% - - - -
Q4 - 6% -1.1% -1.4% 4.3% -4.4% -2.8% - - - -

Returns +
M

J F M A M J J A S O N D
2021 0.7% 3.4% 1.3% 1.4% 0.6% -1.7% -1.7% -0.3% 0.2% 1.8% - -
2020 2.1% -2.7% -6.5% 0.2% 1% 1.5% 2.4% 0.1% -0.7% -0.9% 6.7% 0.2%

Annual Return

Index Comparison

Alpha

NAV