Catalyst Value C
630-a Fitzwatertown Road 2nd Floor
Map
Phone: 866-447-4228
| Category: | Small Blend | | Fund Family: | Catalyst Mutual Funds | | Net Assets: | 360.00K | | Year-to-Date Return: | 46.42% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-06 |
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David Miller
Lead Manager since
31-Jul-06 | | | Miller is the CEO of Investmentcatalyst.com, which he founded in 2005. He was a trader with UBS, working on the equity derivatives desk from July 2002 until December 2002. Miller was the CEO of MovieDaze Media Group, a search engine marketing company that he co-founded in 2003 and sold in 2006. In 2000 he founded Bidcentives, Inc., a company designing software for mid-market internet retailers and, after Bidcentives was sold, acted as an advertising consultant to Bidcentives from 2001 until 2002. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests in companies with the potential to earn high returns on invested capital while still generating a strong earnings yield. It invests primarily in common stocks of domestic issuers. The fund currently considers companies of any market capitalization but has a concentration in smaller capitalization stocks. It is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.44 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 168.92% | | Average for Category:
| 95.63% |
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| Expense | CTVCX | Category
Avg | | Total Expense Ratio: | 2.31%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 1,632 | $614 | | 5 Yr Expense Projection*: |
$ 2,976 | $991 | | 10 Yr Expense Projection*: |
$ 6,115 | $1,998 |
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2.03% Nasdaq 
0.05 (0.47%) 
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