Catalyst Mutual Funds

Statistics as of May 27, 2025

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Found total of 17 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
-2.6%
3yr Return
29.8%
1yr Return
1.9%
Total Assets
$113M
6M Money Flow
-$13M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.59
YTD Return
6.8%
3yr Return
82.6%
1yr Return
8.1%
Total Assets
$16M
6M Money Flow
-$2M
Global Large-Stock Value
Expense Ratio
0.00%
TTM Yield
3.5%
3yr Sharpe
0.07
YTD Return
10.2%
3yr Return
19.9%
1yr Return
12.2%
Total Assets
$79M
6M Money Flow
-$5M
Energy Limited Partnership
Expense Ratio
0.00%
TTM Yield
2.2%
3yr Sharpe
0.61
YTD Return
-2.9%
3yr Return
53.0%
1yr Return
22.6%
Total Assets
$407M
6M Money Flow
$62M
Tactical Allocation
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-0.42
YTD Return
1.7%
3yr Return
7.1%
1yr Return
0.8%
Total Assets
$20M
6M Money Flow
-$5M
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
8.0%
3yr Sharpe
0.01
YTD Return
-6.9%
3yr Return
14.6%
1yr Return
0.1%
Total Assets
$17M
6M Money Flow
$517K
Equity Hedged
Expense Ratio
0.00%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
2.5%
3yr Return
13.3%
1yr Return
4.5%
Total Assets
$77M
6M Money Flow
-$21M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
2.9%
3yr Sharpe
0.13
YTD Return
0.9%
3yr Return
22.1%
1yr Return
9.1%
Total Assets
$19M
6M Money Flow
-$1M
Equity Hedged
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.12
YTD Return
1.3%
3yr Return
34.1%
1yr Return
8.8%
Total Assets
$17M
6M Money Flow
-$789K
Multistrategy
Expense Ratio
0.00%
TTM Yield
13.1%
3yr Sharpe
-0.17
YTD Return
-11.5%
3yr Return
10.3%
1yr Return
-22.4%
Total Assets
$226M
6M Money Flow
-$288M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
0.19
YTD Return
2.3%
3yr Return
16.4%
1yr Return
6.5%
Total Assets
$54M
6M Money Flow
-$2M
Bank Loan
Expense Ratio
0.00%
TTM Yield
8.1%
3yr Sharpe
0.64
YTD Return
2.0%
3yr Return
27.6%
1yr Return
7.0%
Total Assets
$653M
6M Money Flow
$112M
High Yield Bond
Expense Ratio
0.00%
TTM Yield
6.6%
3yr Sharpe
0.03
YTD Return
-1.8%
3yr Return
20.5%
1yr Return
4.9%
Total Assets
$15M
6M Money Flow
-$709K
Nontraditional Bond
Expense Ratio
0.00%
TTM Yield
9.5%
3yr Sharpe
-1.83
YTD Return
-1.8%
3yr Return
-7.7%
1yr Return
-0.3%
Total Assets
$80M
6M Money Flow
-$100M
Miscellaneous Allocation
Expense Ratio
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.12
YTD Return
-2.3%
3yr Return
10.1%
1yr Return
-2.6%
Total Assets
$8B
6M Money Flow
$279M
Miscellaneous Allocation
Expense Ratio
0.00%
TTM Yield
6.6%
3yr Sharpe
-
YTD Return
-11.7%
3yr Return
-
1yr Return
-16.5%
Total Assets
$32M
6M Money Flow
$11M
Global Moderate Allocation
Expense Ratio
0.00%
TTM Yield
4.5%
3yr Sharpe
-0.11
YTD Return
7.6%
3yr Return
11.6%
1yr Return
9.6%
Total Assets
$15M
6M Money Flow
-$934K