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.

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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

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

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

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