Catalyst Small Cap Insider Buying Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 118 Small Value 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 41.99 percent over the past year, 4.51 percent over the past three years, and 22.45 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 42.0%
3 Years (Annualized) 4.5%
5 Years (Annualized) 22.5%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. Under normal conditions, the fund will invest at least 80% of the fund's net assets plus any borrowings for investment purposes in small-cap stocks defined as stocks of companies with less than $4 billion in market capitalization. It seeks to achieve its investment objective by investing primarily in common stocks of small capitalization U.S. companies. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Catalyst Small Cap Insider Buying Fund has an expense ratio of 1.30 percent.

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Risk

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

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