• 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

14.64 USD 0.02 0.14%

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

Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Year To Date: +5.02% 3-Month: +0.55% 3-Year: - 52-Week Range: 12.16 - 14.91
1-Month: -0.41% 1-Year: +18.18% 5-Year: - Beta vs SPX: 0.96

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  • CLTAX:US 14.64
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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 2014-09-29) 14.64
Assets (M) (on 2014-09-29) 108.54
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 50.00

Dividends for CLTAX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-18) 0.01
Dividend Yield (ttm) 3.62

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: 06/30/2014
Name Position Value % of Total
Apple Inc 49,531 4,602,916 4.576%
ResMed Inc 85,069 4,307,043 4.282%
Lorillard Inc 70,575 4,302,958 4.278%
H&R Block Inc 128,282 4,300,013 4.275%
Mead Johnson Nutrition Co 45,711 4,258,894 4.234%
AbbVie Inc 74,749 4,218,834 4.194%
McGraw Hill Financial Inc 49,973 4,149,258 4.125%
Eli Lilly & Co 65,290 4,059,079 4.035%
Western Union Co/The 233,814 4,054,335 4.031%
Colgate-Palmolive Co 59,369 4,047,778 4.024%

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

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