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  • 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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CLTCX:US

14.79 USD 0.04 0.27%

As of 09:29:30 ET on 04/24/2015.

Snapshot for Catalyst/Lyons Tactical Allocation Fund (CLTCX)

Year To Date: +2.21% 3-Month: +2.14% 3-Year: - 52-Week Range: 12.83 - 15.15
1-Month: -1.40% 1-Year: +12.79% 5-Year: - Beta vs SPX: 0.99

Mutual Fund Chart for CLTCX

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  • CLTCX:US 14.79
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Interactive CLTCX Chart

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Fund Profile & Information for CLTCX

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 CLTCX

NAV (on 2015-04-24) 14.79
Assets (M) (on 2015-04-24) 164.81
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 50.00

Dividends for CLTCX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2014-12-18) 0.03
Dividend Yield (ttm) 5.65

Fees & Expenses for CLTCX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.25
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 2.25

Top Fund Holdings for CLTCX

Filing Date: 12/31/2014
Name Position Value % of Total
Genuine Parts Co 54,517 5,809,877 4.355%
Fidelity Institutional Money M 5,735,054 5,735,054 4.299%
Best Buy Co Inc 144,120 5,617,798 4.211%
Hewlett-Packard Co 136,103 5,461,813 4.094%
Automatic Data Processing Inc 65,492 5,460,068 4.093%
Home Depot Inc/The 51,854 5,443,114 4.080%
AbbVie Inc 82,568 5,403,250 4.050%
Western Union Co/The 298,876 5,352,869 4.013%
Dr Pepper Snapple Group Inc 74,037 5,306,972 3.978%
Apple Inc 47,447 5,237,200 3.926%

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

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