Morningstar

Catalyst Mutual Funds

View all of Catalyst’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Catalyst Mutual Funds List

1 to 25 of 53 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Catalyst/SMH High Income Fund Class IHIIIXHigh Yield Bond
1.14%161.240%HighInstitutional$2,500
Catalyst/SMH High Income Fund Class AHIIFXHigh Yield Bond
0.70%291.490%HighFront Load$2,500
Catalyst Insider Income Fund Class AIIXAXShort-Term Bond
1.28%101.010%HighFront Load$2,500
Catalyst Insider Income Fund Class IIIXIXShort-Term Bond
1.47%50.760%HighInstitutional$2,500
Catalyst/SMH High Income Fund Class CHIICXHigh Yield Bond
0.18%452.240%HighLevel Load$2,500
Catalyst/CIFC Senior Secured Income Fund Class ICFRIXBank Loan—2.65%590.940%HighInstitutional$2,500
Catalyst/CIFC Senior Secured Income Fund Class ACFRAXBank Loan—2.57%631.190%HighFront Load$2,500
Catalyst Buffered Shield Fund Class ASHIEXEquity Hedged
5.56%731.550%AverageFront Load$2,500
Catalyst/MAP Global Equity Fund Class ACAXAXGlobal Large-Stock Value
8.99%661.220%Above AverageFront Load$2,500
Catalyst Nasdaq-100 Hedged Equity Fund Class CCLPCXEquity Hedged
15.31%52.540%Above AverageLevel Load$2,500
Catalyst Buffered Shield Fund Class ISHIIXEquity Hedged
5.79%711.300%AverageInstitutional$2,500
Catalyst/CIFC Senior Secured Income Fund Class CCFRCXBank Loan—1.99%831.940%HighLevel Load$2,500
Catalyst Nasdaq-100 Hedged Equity Fund Class ICLPFXEquity Hedged
16.19%51.540%Above AverageInstitutional$2,500
Catalyst/CIFC Senior Secured Income Fund Class C-1CFRFXBank Loan—1.87%841.940%HighLevel Load$2,500
Catalyst Energy Infrastructure Fund Class IMLXIXEnergy Limited Partnership
29.14%61.430%HighInstitutional$2,500
Catalyst/MAP Global Equity Fund Class ICAXIXGlobal Large-Stock Value
9.18%650.970%Above AverageInstitutional$2,500
Catalyst Insider Income Fund Class CIIXCXShort-Term Bond
0.72%361.760%HighLevel Load$2,500
Catalyst/SMH Total Return Income Fund Class ITRIIXModerately Conservative Allocation—2.49%791.950%HighInstitutional$2,500
Catalyst Nasdaq-100 Hedged Equity Fund Class ACLPAXEquity Hedged
15.96%51.790%Above AverageFront Load$2,500
Catalyst Tactical Allocation Fund Class ACLTAXTactical Allocation
10.54%331.530%Below AverageFront Load$2,500
Catalyst/SMH Total Return Income Fund Class ATRIFXModerately Conservative Allocation—2.07%852.200%HighFront Load$2,500
Catalyst Tactical Allocation Fund Class ICLTIXTactical Allocation
10.73%311.280%AverageInstitutional$2,500
Catalyst Systematic Alpha Fund Class CATRCXMultistrategy—6.48%572.850%HighLevel Load$2,500
Catalyst/SMH Total Return Income Fund Class CTRICXModerately Conservative Allocation—1.72%892.950%HighLevel Load$2,500
Catalyst Dynamic Alpha Fund Class CCPECXLarge Blend
17.24%72.130%HighLevel Load$2,500

Catalyst Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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