Catalyst/Lyons Tactical Allocation Fund Class C
CLTCX
NASDAQ
Weiss Ratings | CLTCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CLTCX-NASDAQ | Click to Compare |
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Provider | Catalyst Mutual Funds | |||
Manager/Tenure (Years) | Alexander Read (13), Mark Zavanelli (0) | |||
Website | http://www.catalystmutualfunds.com | |||
Fund Information | CLTCX-NASDAQ | Click to Compare |
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Fund Name | Catalyst/Lyons Tactical Allocation Fund Class C | |||
Category | Tactical Allocation | |||
Sub-Category | Flexible Allocation | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Jul 02, 2012 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,500.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | CLTCX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | CLTCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.92% | |||
Asset Allocation | CLTCX-NASDAQ | Click to Compare |
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Cash | 1.12% | |||
Stock | 98.88% | |||
U.S. Stock | 98.88% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | CLTCX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.43% | |||
30-Day Total Return | 3.01% | |||
60-Day Total Return | 4.01% | |||
90-Day Total Return | 6.07% | |||
Year to Date Total Return | 11.83% | |||
1-Year Total Return | 7.20% | |||
2-Year Total Return | 26.95% | |||
3-Year Total Return | 24.98% | |||
5-Year Total Return | 26.46% | |||
Price | CLTCX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | CLTCX-NASDAQ | Click to Compare |
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Nav | $16.07 | |||
1-Month Low NAV | $15.49 | |||
1-Month High NAV | $16.14 | |||
52-Week Low NAV | $12.82 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $16.14 | |||
52-Week High Price (Date) | Sep 22, 2025 | |||
Beta / Standard Deviation | CLTCX-NASDAQ | Click to Compare |
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Beta | 0.60 | |||
Standard Deviation | 10.92 | |||
Balance Sheet | CLTCX-NASDAQ | Click to Compare |
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Total Assets | 18.36M | |||
Operating Ratios | CLTCX-NASDAQ | Click to Compare |
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Expense Ratio | 2.28% | |||
Turnover Ratio | 69.00% | |||
Performance | CLTCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 6.70% | |||
Last Bear Market Total Return | -14.42% | |||