Catalyst Mutual Funds

Statistics as of Apr 02, 2025

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Found total of 18 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
1.38%
TTM Yield
0.0%
3yr Sharpe
-0.01
YTD Return
-8.5%
3yr Return
14.9%
1yr Return
-2.6%
Total Assets
$108M
6M Money Flow
-$13M
Mid-Cap Growth
Expense Ratio
1.53%
TTM Yield
0.0%
3yr Sharpe
0.18
YTD Return
-0.8%
3yr Return
31.5%
1yr Return
-2.1%
Total Assets
$15M
6M Money Flow
-$2M
Global Large-Stock Value
Expense Ratio
0.96%
TTM Yield
3.7%
3yr Sharpe
-0.10
YTD Return
4.7%
3yr Return
9.1%
1yr Return
8.6%
Total Assets
$75M
6M Money Flow
-$4M
Energy Limited Partnership
Expense Ratio
1.43%
TTM Yield
1.7%
3yr Sharpe
0.74
YTD Return
4.6%
3yr Return
71.5%
1yr Return
35.5%
Total Assets
$418M
6M Money Flow
$55M
Tactical Allocation
Expense Ratio
1.28%
TTM Yield
0.3%
3yr Sharpe
-0.53
YTD Return
-0.1%
3yr Return
-3.1%
1yr Return
-3.9%
Total Assets
$22M
6M Money Flow
-$4M
Moderately Conservative Allocation
Expense Ratio
2.68%
TTM Yield
7.7%
3yr Sharpe
0.02
YTD Return
-2.1%
3yr Return
14.9%
1yr Return
5.8%
Total Assets
$19M
6M Money Flow
$398K
Global Allocation
Expense Ratio
2.05%
TTM Yield
6.1%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
-9.2%
Total Assets
$30M
6M Money Flow
$12M
Global Allocation
Expense Ratio
0.97%
TTM Yield
4.7%
3yr Sharpe
-0.28
YTD Return
4.0%
3yr Return
5.8%
1yr Return
7.1%
Total Assets
$14M
6M Money Flow
-$1M
Equity Hedged
Expense Ratio
2.04%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
0.9%
3yr Return
13.4%
1yr Return
3.8%
Total Assets
$78M
6M Money Flow
-$22M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
3.0%
3yr Sharpe
-0.08
YTD Return
-1.6%
3yr Return
12.9%
1yr Return
8.0%
Total Assets
$19M
6M Money Flow
-$1M
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.0%
3yr Sharpe
-0.21
YTD Return
-7.5%
3yr Return
5.1%
1yr Return
1.3%
Total Assets
$15M
6M Money Flow
-$898K
Multistrategy
Expense Ratio
1.79%
TTM Yield
12.9%
3yr Sharpe
-0.16
YTD Return
-9.1%
3yr Return
7.1%
1yr Return
-20.9%
Total Assets
$293M
6M Money Flow
-$289M
Macro Trading
Expense Ratio
2.03%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-0.6%
3yr Return
14.6%
1yr Return
1.6%
Total Assets
$8B
6M Money Flow
$551M
Commodities Broad Basket
Expense Ratio
2.01%
TTM Yield
5.8%
3yr Sharpe
-0.30
YTD Return
4.2%
3yr Return
-19.9%
1yr Return
0.9%
Total Assets
$5M
6M Money Flow
-$2M
Short-Term Bond
Expense Ratio
0.75%
TTM Yield
4.7%
3yr Sharpe
-0.02
YTD Return
1.7%
3yr Return
13.5%
1yr Return
7.1%
Total Assets
$53M
6M Money Flow
-$4M
Bank Loan
Expense Ratio
0.92%
TTM Yield
8.4%
3yr Sharpe
0.61
YTD Return
0.4%
3yr Return
21.6%
1yr Return
6.9%
Total Assets
$681M
6M Money Flow
$158M
High Yield Bond
Expense Ratio
1.49%
TTM Yield
6.7%
3yr Sharpe
-0.05
YTD Return
-1.2%
3yr Return
13.4%
1yr Return
5.9%
Total Assets
$16M
6M Money Flow
-$730K
Nontraditional Bond
Expense Ratio
1.53%
TTM Yield
9.0%
3yr Sharpe
-1.74
YTD Return
2.2%
3yr Return
-5.4%
1yr Return
2.5%
Total Assets
$97M
6M Money Flow
-$112M