Catalyst Mutual Funds

Statistics as of Apr 04, 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 Return ▼1yr ReturnTotal Assets6M Money Flow
Energy Limited Partnership
Expense Ratio
1.43%
TTM Yield
2.0%
3yr Sharpe
0.74
YTD Return
-11.8%
3yr Return
45.8%
1yr Return
14.2%
Total Assets
$358M
6M Money Flow
$55M
Bank Loan
Expense Ratio
0.92%
TTM Yield
8.5%
3yr Sharpe
0.61
YTD Return
-1.0%
3yr Return
19.9%
1yr Return
5.4%
Total Assets
$669M
6M Money Flow
$158M
Equity Hedged
Expense Ratio
2.04%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
2.6%
3yr Return
15.5%
1yr Return
5.2%
Total Assets
$79M
6M Money Flow
-$22M
Short-Term Bond
Expense Ratio
0.75%
TTM Yield
4.7%
3yr Sharpe
-0.02
YTD Return
1.3%
3yr Return
13.0%
1yr Return
6.7%
Total Assets
$53M
6M Money Flow
-$4M
Mid-Cap Growth
Expense Ratio
1.53%
TTM Yield
0.0%
3yr Sharpe
0.18
YTD Return
-12.6%
3yr Return
12.3%
1yr Return
-12.7%
Total Assets
$13M
6M Money Flow
-$2M
High Yield Bond
Expense Ratio
1.49%
TTM Yield
7.0%
3yr Sharpe
-0.05
YTD Return
-5.3%
3yr Return
8.2%
1yr Return
1.2%
Total Assets
$15M
6M Money Flow
-$730K
Moderately Conservative Allocation
Expense Ratio
2.68%
TTM Yield
8.3%
3yr Sharpe
0.02
YTD Return
-9.5%
3yr Return
5.8%
1yr Return
-2.2%
Total Assets
$17M
6M Money Flow
$398K
Equity Hedged
Expense Ratio
1.33%
TTM Yield
3.2%
3yr Sharpe
-0.08
YTD Return
-7.7%
3yr Return
5.3%
1yr Return
1.3%
Total Assets
$18M
6M Money Flow
-$1M
Macro Trading
Expense Ratio
2.03%
TTM Yield
2.1%
3yr Sharpe
0.03
YTD Return
-9.9%
3yr Return
3.2%
1yr Return
-6.9%
Total Assets
$8B
6M Money Flow
$551M
Global Allocation
Expense Ratio
0.97%
TTM Yield
4.9%
3yr Sharpe
-0.28
YTD Return
0.0%
3yr Return
1.8%
1yr Return
3.1%
Total Assets
$13M
6M Money Flow
-$1M
Global Large-Stock Value
Expense Ratio
0.96%
TTM Yield
4.0%
3yr Sharpe
-0.10
YTD Return
-2.7%
3yr Return
1.1%
1yr Return
0.9%
Total Assets
$69M
6M Money Flow
-$4M
Large Blend
Expense Ratio
1.38%
TTM Yield
0.0%
3yr Sharpe
-0.01
YTD Return
-20.1%
3yr Return
0.1%
1yr Return
-14.3%
Total Assets
$95M
6M Money Flow
-$13M
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.0%
3yr Sharpe
-0.21
YTD Return
-14.0%
3yr Return
-3.5%
1yr Return
-4.9%
Total Assets
$14M
6M Money Flow
-$898K
Nontraditional Bond
Expense Ratio
1.53%
TTM Yield
8.9%
3yr Sharpe
-1.74
YTD Return
3.5%
3yr Return
-4.1%
1yr Return
3.7%
Total Assets
$96M
6M Money Flow
-$112M
Multistrategy
Expense Ratio
1.79%
TTM Yield
14.5%
3yr Sharpe
-0.16
YTD Return
-19.4%
3yr Return
-4.9%
1yr Return
-30.6%
Total Assets
$259M
6M Money Flow
-$289M
Tactical Allocation
Expense Ratio
1.28%
TTM Yield
0.3%
3yr Sharpe
-0.53
YTD Return
-9.2%
3yr Return
-12.3%
1yr Return
-11.5%
Total Assets
$20M
6M Money Flow
-$4M
Global Allocation
Expense Ratio
2.05%
TTM Yield
6.8%
3yr Sharpe
-
YTD Return
-15.1%
3yr Return
-
1yr Return
-18.1%
Total Assets
$27M
6M Money Flow
$12M