CPEIX – Catalyst Dynamic Alpha I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CPEIX	Catalyst Dynamic Alpha Fund Class I	Institutional	Open			Jun 6, 2014	$47.57M	1.130%	High	$2,500	−$2.88M
CPEAX	Catalyst Dynamic Alpha Fund Class A	Front Load	Open			Dec 22, 2011	$65.05M	1.380%	High	$2,500	−$8.34M
CPECX	Catalyst Dynamic Alpha Fund Class C	Level Load	Open			Dec 22, 2011	$13.51M	2.130%	High	$2,500	−$3.76M

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