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Morningstar

Catalyst Mutual Funds

View all of Catalyst’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Catalyst Funds List

Share Class Type

1 to 25 of 56 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Catalyst Insider Income AIIXAXShort-Term Bond2.49%21.000%HighFront Load$2,500
Catalyst Insider Income IIIXIXShort-Term Bond2.57%10.750%HighInstitutional$2,500
Catalyst Systematic Alpha AATRAXMultistrategy8.27%152.060%HighFront Load$2,500
Catalyst Systematic Alpha CATRCXMultistrategy9.38%182.810%HighLevel Load$2,500
Catalyst Systematic Alpha IATRFXMultistrategy9.74%151.810%Above AverageInstitutional$2,500
Catalyst/CIFC Floating Rate Income ACFRAXBank Loan—2.89%181.180%HighFront Load$2,500
Catalyst/CIFC Floating Rate Income ICFRIXBank Loan—2.97%140.930%HighInstitutional$2,500
Catalyst/Lyons Tactical Allocation ACLTAXTactical Allocation4.10%271.530%Below AverageFront Load$2,500
Catalyst/Millburn Hedge Strategy AMBXAXMacro Trading10.53%152.240%HighFront Load$2,500
Catalyst/Millburn Hedge Strategy C-1MBXFXMacro Trading11.44%182.990%HighLevel Load$2,500
Catalyst/Millburn Hedge Strategy IMBXIXMacro Trading11.11%81.990%HighInstitutional$2,500
Catalyst Dynamic Alpha ICPEIXLarge Growth11.85%201.130%HighInstitutional$2,500
Catalyst Energy Infrastructure AMLXAXEnergy Limited Partnership13.02%431.680%HighFront Load$2,500
Catalyst Energy Infrastructure IMLXIXEnergy Limited Partnership12.26%481.430%HighInstitutional$2,500
Catalyst Insider Income CIIXCXShort-Term Bond2.25%31.750%HighLevel Load$2,500
Catalyst Nasdaq-100 Hedged Equity ACLPAXOptions Trading−1.11%991.790%Above AverageFront Load$2,500
Catalyst/Lyons Tactical Allocation CCLTCXTactical Allocation3.36%262.280%AverageLevel Load$2,500
Catalyst/Lyons Tactical Allocation ICLTIXTactical Allocation3.69%261.280%AverageInstitutional$2,500
Catalyst/MAP Global Balanced ATRXAXGlobal Allocation1.13%491.230%Above AverageFront Load$2,500
Catalyst/MAP Global Balanced ITRXIXGlobal Allocation1.10%640.980%Above AverageInstitutional$2,500
Catalyst/MAP Global Equity ACAXAXGlobal Large-Stock Value2.43%781.210%Above AverageFront Load$2,500
Catalyst/Millburn Hedge Strategy CMBXCXMacro Trading11.45%182.990%HighLevel Load$2,500
Catalyst/SMH Total Return Income ATRIFXModerately Conservative Allocation1.94%172.450%HighFront Load$2,500
Catalyst/SMH Total Return Income ITRIIXModerately Conservative Allocation2.01%162.200%HighInstitutional$2,500
Catalyst Buffered Shield Fund ASHIEXOptions Trading1.32%801.570%AverageFront Load$2,500

Catalyst Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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