Catalyst Compass EMP Conservative to Moderate Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 1 2
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.51 percent over the past year, 3.93 percent over the past three years, and 6.48 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 11.5%
3 Years (Annualized) 3.9%
5 Years (Annualized) 6.5%
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund seeks to achieve its investment objectives by investing in affiliated underlying funds (the "Compass Funds") advised by the fund's investment adviser, Compass Efficient Model Portfolios, LLC (the "Advisor"). These Compass Funds invest in a portfolio of equities (including common stock), fixed income securities and futures contracts. It invests primarily in fixed income, equity and alternative (including commodity, currency, hedging and real estate) securities. The Balanced Fund invests at least 25% of its net assets in equity securities and at least 25% of its assets in fixed income securities.

Fees

Fees are Above Average compared to funds in the same category.
Catalyst Compass EMP Conservative to Moderate Fund has an expense ratio of 0.89 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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