• 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

14.81 USD 0.03 0.20%

As of 09:29:30 ET on 12/26/2014.

Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Year To Date: +12.76% 3-Month: +6.28% 3-Year: - 52-Week Range: 12.26 - 14.89
1-Month: +1.02% 1-Year: +13.83% 5-Year: - Beta vs SPX: 0.97

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  • CLTAX:US 14.81
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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 2014-12-26) 14.81
Assets (M) (on 2014-12-24) 133.55
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 2014-12-18) 0.13
Dividend Yield (ttm) 6.28

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: 09/30/2014
Name Position Value % of Total
NetApp Inc 116,248 4,994,014 4.597%
Lockheed Martin Corp 26,733 4,886,258 4.498%
EMC Corp/MA 159,829 4,676,597 4.305%
General Dynamics Corp 36,791 4,675,768 4.304%
Dr Pepper Snapple Group Inc 72,357 4,653,279 4.283%
Apple Inc 45,437 4,577,778 4.214%
Best Buy Co Inc 136,150 4,573,279 4.210%
Paychex Inc 101,675 4,494,035 4.137%
Coach Inc 124,000 4,415,640 4.064%
Hasbro Inc 79,885 4,393,276 4.044%

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

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