Catalyst/Lyons Tactical Allocation Fund

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Catalyst Mutual Funds funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 24.29 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 24.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more CLTAX performance

Summary

The investment seeks to achieve total return, which consists of long-term capital appreciation and current income, with low volatility and low correlation to the equity market. The fund seeks to achieve its investment objectives by tactically allocating and re-balancing its portfolio among domestic equity and fixed income securities. It may invest in common stock of companies of any market capitalization, but has a concentration in medium and large capitalization companies. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Catalyst/Lyons Tactical Allocation Fund has an expense ratio of 1.50 percent.

See more CLTAX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more CLTAX risk