• 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

14.69 USD 0.07 0.47%

As of 20:00:00 ET on 08/28/2014.

Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Year To Date: +5.38% 3-Month: +2.87% 3-Year: - 52-Week Range: 12.04 - 14.77
1-Month: +1.31% 1-Year: +22.38% 5-Year: - Beta vs SPX: 0.97

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  • CLTAX:US 14.69
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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 2014-08-28) 14.69
Assets (M) (on 2014-08-28) 106.59
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) 3.61

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: 03/31/2014
Name Position Value % of Total
Altera Corp 100,464 3,640,815 4.406%
Quest Diagnostics Inc 61,497 3,561,906 4.311%
Raytheon Co 36,051 3,561,478 4.310%
L-3 Communications Holdings In 29,871 3,529,259 4.271%
Harris Corp 47,395 3,467,418 4.197%
Eli Lilly & Co 58,864 3,464,735 4.193%
Microsoft Corp 84,396 3,459,392 4.187%
Church & Dwight Co Inc 49,570 3,423,800 4.144%
CenturyLink Inc 102,983 3,381,962 4.093%
Lorillard Inc 62,372 3,373,078 4.082%

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

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