Morningstar

Catalyst Tactical Allocation Fund Class C CLTCX

Medalist Rating as of Sep 30, 2026 See Catalyst Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CLTIX	Catalyst Tactical Allocation Fund Class I	Institutional	Open			Jun 6, 2014	$5.59M	1.280%	Average	$2,500	−$1.72M
CLTAX	Catalyst Tactical Allocation Fund Class A	Front Load	Open			Jul 2, 2012	$7.20M	1.530%	Below Average	$2,500	−$620,562.26
CLTCX	Catalyst Tactical Allocation Fund Class C	Level Load	Open			Jul 2, 2012	$4.30M	2.280%	Below Average	$2,500	−$449,439.40

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