CWXIX – Catalyst Systematic High Income I Investment Strategy | Morningstar

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Strategy

The investment seeks income and long-term capital appreciation. The fund seeks to achieve its investment objective by buying and selling short-term options and option spreads on the Standard & Poor's 500 Index ("S&P") futures and holding cash and cash equivalents, including treasury securities and money market mutual funds. An option spread is a strategy where it buys two different options on the S&P, but with different prices or expirations, in order to hedge against declines in the value of the options.

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
CWXIX	Catalyst Systematic High Income Fund Class I	Institutional	Open			Aug 30, 2013	$18.08M	2.060%	High	$2,500	−$40.34M
CWXAX	Catalyst Systematic High Income Fund Class A	Front Load	Open			Aug 30, 2013	$10.22M	2.310%	High	$2,500	−$4.46M
CWXCX	Catalyst Systematic High Income Fund Class C	Level Load	Open			Aug 30, 2013	$2.61M	3.060%	High	$2,500	−$3.51M

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