Catalyst/CP Core Equity Fund

U.S. News evaluated 466 Large Growth 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 36.56 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 6.1%
1 Year 36.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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 will invest 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.

Fees

Fees are Above Average compared to funds in the same category.
Catalyst/CP Core Equity Fund has an expense ratio of 2.10 percent.

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Risk

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

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