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Nasdaq - Delayed Quote USD

Catalyst/Lyons Tactical Allocation I (CLTIX)

13.57
-0.13
(-0.95%)
At close: 8:00:25 PM EDT
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  • Previous Close 13.70
  • YTD Return -1.98%
  • Expense Ratio 1.28%
  • Category Tactical Allocation
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 21.43M
  • Beta (5Y Monthly) 0.75
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.04
  • Inception Date Jun 6, 2014

The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.

Catalyst Mutual Funds

Fund Family

Tactical Allocation

Fund Category

21.43M

Net Assets

2014-06-06

Inception Date

More about Catalyst/Lyons Tactical Allocation I

Performance Overview: CLTIX

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Trailing returns as of 4/7/2025. Category is Tactical Allocation.

YTD Return

CLTIX
1.98%
Category
9.69%
 

1-Year Return

CLTIX
6.78%
Category
27.45%
 

3-Year Return

CLTIX
1.55%
Category
8.85%
 

5-Year Return

CLTIX
8.03%
Category
8.56%
 

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Holdings: CLTIX

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Sector Weightings

SectorCLTIX
Technology   26.92%
Industrials   25.97%
Consumer Cyclical   25.25%
Healthcare   10.21%
Communication Services   6.89%
Consumer Defensive   4.76%
Real Estate   0.00%
Basic Materials   0.00%
Financial Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: CLTIX

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Research Reports: CLTIX

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