• Fund Type: Open-End Fund
  • Objective: Dynamic Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Catalyst/Lyons Tactical Allocation Fund

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CLTAX:US

13.91 USD 0.18 1.31%

As of 09:29:30 ET on 04/16/2014.

Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Year To Date: -0.22% 3-Month: +1.90% 3-Year: - 52-Week Range: 11.05 - 14.19
1-Month: +1.24% 1-Year: +24.15% 5-Year: - Beta vs SPX: 0.98

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  • CLTAX:US 13.91
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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: MICHAEL SCHOONOVE / LOUIS A STEVENS
Web Site: www.catalystmutualfunds.com

Fundamentals for CLTAX

NAV (on 2014-04-16) 13.91
Assets (M) (on 2014-04-16) 84.76
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 50.00

Dividends for CLTAX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-18) 0.08
Dividend Yield (ttm) 3.81

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 1.50

Top Fund Holdings for CLTAX

Filing Date: 12/31/2013
Name Position Value % of Total
Fidelity Institutional Money M 6,212,373 6,212,373 8.769%
Marathon Petroleum Corp 33,988 3,117,719 4.401%
Western Digital Corp 34,684 2,909,988 4.107%
HollyFrontier Corp 54,010 2,683,757 3.788%
Northrop Grumman Corp 23,396 2,681,416 3.785%
Raytheon Co 29,486 2,674,380 3.775%
AbbVie Inc 50,305 2,656,607 3.750%
Omnicom Group Inc 35,621 2,649,134 3.739%
Hasbro Inc 48,137 2,648,016 3.738%
Energizer Holdings Inc 24,402 2,641,272 3.728%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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