- Fund Type: Open-End Fund
- Objective: Flexible Portfolio
- Asset Class: Asset Allocation
- Geographic Focus: U.S.
Catalyst/Lyons Tactical Allocation Fund
+ Add to WatchlistCLTAX:US
12.47 USD 0.10 0.81%As of 09:29:30 ET on 06/18/2013.
Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTAX)
| Year To Date: | +19.22% | 3-Month: | +10.06% | 3-Year: | - | 52-Week Range: | 9.55 - 12.52 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -0.16% | 1-Year: | - | 5-Year: | - | Beta vs SPX: | - |
Fund Profile & Information for CLTAX
Catalyst/Lyons Tactical Allocation Fund is an open-end fund incorporated in the USA. The Fund's objective is to achieve total return. The Fund invests by tactically allocating and re-balancing its portfolio among domestic equity and fixed-income securities.
| Inception Date: | 07-02-2012 | Telephone: | 1-866-447-4228 |
|---|---|---|---|
| Managers: | LOUIS A STEVENS | ||
| Web Site: | www.catalystmutualfunds.com | ||
Fundamentals for CLTAX
| NAV | (on 2013-06-18) 12.47 |
|---|---|
| Assets (M) | (on 2013-05-31) 16.47 |
| Fund Leveraged | N |
| Minimum Investment | 2,500.00 |
| Minimum Subsequent Investment | 50.00 |
Dividends for CLTAX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Irreg |
| Last Dividend Net | (on 2012-12-18) 0.07 |
| Dividend Yield (ttm) | 1.29 |
Fees & Expenses for CLTAX
| Front Load | 5.75 |
|---|---|
| Back Load | 1.00 |
| Current Mgmt Fee | 1.25 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.25 |
| Expense Ratio | - |
Top Fund Holdings for CLTAX
Filing Date: 12/31/2012| Name | Position | Value | % of Total |
|---|---|---|---|
| Cummins Inc | 3,030 | 328,301 | 4.353% |
| Marathon Petroleum Corp | 5,164 | 325,332 | 4.313% |
| Maxim Integrated Products Inc | 10,516 | 309,170 | 4.099% |
| Xilinx Inc | 8,600 | 308,740 | 4.093% |
| Analog Devices Inc | 7,268 | 305,692 | 4.053% |
| Linear Technology Corp | 8,887 | 304,824 | 4.041% |
| Cisco Systems Inc | 15,387 | 302,355 | 4.009% |
| Parker Hannifin Corp | 3,533 | 300,517 | 3.984% |
| Genuine Parts Co | 4,699 | 298,762 | 3.961% |
| Walgreen Co | 8,069 | 298,634 | 3.959% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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