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Catalyst Dynamic Alpha C (CPECX)

15.74
-1.14
(-6.75%)
At close: April 4 at 8:00:26 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies. In addition to common stocks, other types of equity securities in which the fund may invest include real estate investment trusts ("REITs") and American Depositary Receipts ("ADRs"). Under normal conditions, the fund invests at least 80% of the fund's net assets plus any borrowings for investment purposes in equity securities defined as common stocks, REITs and ADRs. It is non-diversified.

Catalyst Dynamic Alpha C

Omaha, NE 68130
17605 Wright Street, Suite 2

Fund Overview

Category Large Blend
Fund Family Catalyst Mutual Funds
Net Assets 107.44M
YTD Return -10.13%
Yield 0.00%
Morningstar Rating
Inception Date Dec 22, 2011

Fund Operations

Last Dividend 0.01
Last Cap Gain 34.00
Holdings Turnover 63.00%
Average for Category --

Fees & Expenses

Expense CPECX Category Average
Annual Report Expense Ratio (net) 2.13% 0.78%
Prospectus Net Expense Ratio 2.13% --
Prospectus Gross Expense Ratio 2.26% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Luke J. O'Neill, Lead Manager since July 23, 2019
Luke joined CooksonPeirce in 2018 with 18 years of experience in the investment business. Most recently at Mellon Capital Management, a large institutional investment manager within BNY Mellon, he served as a director on its investment strategy team and head of product development and management. Before that, he served as executive director and head of manager research at Morgan Stanley Investment Management and as vice president and head of manager research at Wilshire Associates. Luke received a B.S. in applied mathematics and an M.S. in organizational leadership from Geneva College and his M.B.A. in finance from Carnegie Mellon University. He holds the Chartered Financial Analyst designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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