Mutual Funds - Profile

Catalyst Small-Cap Insider Buying Fund

US > Small-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small-and micro-size 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 invests in companies that are experiencing significant corporate insider buying.

The team utilizes a proprietary, quantitative model to rank stocks based on insider activity.

In addition, the team relies on public information on corporate insider and large shareholder buying and selling activity for its More

Price

  • Last Close
  • $14.48
    +0
  • 52 Week HL
  • $16.59 - $10.36
  • Net Assets
  • $6300 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 24, 2021

Top 10 Holdings
Jun 24, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • David Miller
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
2.3 % YTD

  • 3 Year
  • -12.03%
  • 5 Year
  • 3.28%
  • Best
  • 66.82%
    2009
  • Worst
  • -27.35%
    2011

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CTVAX 4%34%28%-10%21%10%-2%5%42%14%-4%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -3.3% -23.3% 4.6% 7.5% -0.7% -6.4% -2.6% 2% 15.4% 17.3% -
Q2 5.9% 13.4% 0.8% 3.4% 0.3% 8.6% -2.9% 7.8% 3.5% -12.5% -
Q3 - -10.2% -11.4% 10.2% 8.2% 3.9% -19.6% -8.4% 15.7% 5.1% -
Q4 - 29.6% 4.7% -23.8% 0.5% 9.6% - -3.7% 7.6% 1.9% -

Returns +
M

J F M A M J J A S O N D
2021 3.4% 1.4% -7.8% 5.9% - - - - - - - -
2020 2.2% -4.1% -21.6% 10.3% -3.3% 6.4% 3.2% -3.8% -9.5% -5.1% 17.6% 16.2%

Annual Return

Index Comparison

Alpha

NAV