Nasdaq - Delayed Quote USD
Catalyst Insider Buying A (INSAX)
17.97
-0.26
(-1.43%)
At close: 8:01:14 PM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 25
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Ameritas NTFN
- Scottrade TF
- Thrivent – Advisory Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- WFA Fdntl Choice/PIM Updated 8.1.23
- RBC Wealth Management-Wrap Eligible
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund seeks to achieve its investment objective by combining a portfolio of common stock (the “Common Stock Component”) with an overlay component that provides exposure to quantitative investment strategies (the “Overlay Component”). It may invest in companies of any market capitalization, including smaller-sized companies, but intends to emphasize larger capitalization stocks.
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Catalyst Mutual Funds |
| Net Assets | 14.77M |
| YTD Return | -2.87% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 29, 2011 |
Performance & Risk
| YTD Return | -12.86% |
| 5y Average Return | 3.32% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.32 |
| Morningstar Risk Rating |
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