Catalyst Mutual Funds

Statistics as of Jun 06, 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
1.38%
TTM Yield
0.0%
3yr Sharpe
0.28
YTD Return
-0.5%
3yr Return
32.8%
1yr Return
4.5%
Total Assets
$115M
6M Money Flow
-$14M
Mid-Cap Growth
Expense Ratio
1.53%
TTM Yield
0.0%
3yr Sharpe
0.74
YTD Return
10.4%
3yr Return
88.5%
1yr Return
13.0%
Total Assets
$16M
6M Money Flow
-$1M
Global Large-Stock Value
Expense Ratio
0.96%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
12.0%
3yr Return
23.4%
1yr Return
13.3%
Total Assets
$79M
6M Money Flow
-$4M
Energy Limited Partnership
Expense Ratio
1.43%
TTM Yield
2.6%
3yr Sharpe
0.56
YTD Return
0.4%
3yr Return
56.7%
1yr Return
24.2%
Total Assets
$423M
6M Money Flow
$60M
Tactical Allocation
Expense Ratio
1.28%
TTM Yield
0.2%
3yr Sharpe
-0.16
YTD Return
3.3%
3yr Return
10.5%
1yr Return
2.9%
Total Assets
$20M
6M Money Flow
-$5M
Moderately Conservative Allocation
Expense Ratio
2.68%
TTM Yield
7.7%
3yr Sharpe
0.01
YTD Return
-4.0%
3yr Return
17.0%
1yr Return
2.7%
Total Assets
$18M
6M Money Flow
$141K
Equity Hedged
Expense Ratio
2.04%
TTM Yield
3.0%
3yr Sharpe
-0.18
YTD Return
2.4%
3yr Return
13.2%
1yr Return
4.4%
Total Assets
$77M
6M Money Flow
-$19M
Equity Hedged
Expense Ratio
1.33%
TTM Yield
2.9%
3yr Sharpe
0.28
YTD Return
2.1%
3yr Return
24.6%
1yr Return
9.5%
Total Assets
$20M
6M Money Flow
-$894K
Equity Hedged
Expense Ratio
1.62%
TTM Yield
0.0%
3yr Sharpe
0.37
YTD Return
2.6%
3yr Return
36.3%
1yr Return
9.6%
Total Assets
$17M
6M Money Flow
-$966K
Multistrategy
Expense Ratio
1.79%
TTM Yield
12.8%
3yr Sharpe
-0.06
YTD Return
-10.9%
3yr Return
10.3%
1yr Return
-21.5%
Total Assets
$221M
6M Money Flow
-$253M
Short-Term Bond
Expense Ratio
0.75%
TTM Yield
4.6%
3yr Sharpe
0.15
YTD Return
2.5%
3yr Return
17.0%
1yr Return
6.6%
Total Assets
$54M
6M Money Flow
-$3M
Bank Loan
Expense Ratio
0.92%
TTM Yield
7.9%
3yr Sharpe
1.08
YTD Return
2.3%
3yr Return
26.9%
1yr Return
7.1%
Total Assets
$658M
6M Money Flow
$85M
High Yield Bond
Expense Ratio
1.49%
TTM Yield
6.4%
3yr Sharpe
0.24
YTD Return
0.9%
3yr Return
23.5%
1yr Return
7.1%
Total Assets
$16M
6M Money Flow
-$2M
Nontraditional Bond
Expense Ratio
1.53%
TTM Yield
10.0%
3yr Sharpe
-1.81
YTD Return
-2.3%
3yr Return
-7.9%
1yr Return
-1.0%
Total Assets
$77M
6M Money Flow
-$70M
Global Moderate Allocation
Expense Ratio
0.97%
TTM Yield
4.5%
3yr Sharpe
-0.10
YTD Return
8.4%
3yr Return
13.7%
1yr Return
9.7%
Total Assets
$15M
6M Money Flow
-$905K
Miscellaneous Allocation
Expense Ratio
2.03%
TTM Yield
1.9%
3yr Sharpe
-0.07
YTD Return
-0.8%
3yr Return
14.7%
1yr Return
1.6%
Total Assets
$8B
6M Money Flow
$203M
Miscellaneous Allocation
Expense Ratio
2.05%
TTM Yield
6.4%
3yr Sharpe
-
YTD Return
-9.9%
3yr Return
-
1yr Return
-12.7%
Total Assets
$32M
6M Money Flow
$15M