Nasdaq - Delayed Quote USD

Catalyst Pivotal Growth Fund I (BUYIX)

6.83 0.00 (0.00%)
As of December 7 at 8:00 PM EST. Market Open.
Loading Chart for BUYIX
DELL
  • Previous Close 6.83
  • YTD Return -41.07%
  • Expense Ratio 2.29%
  • Category Large Growth
  • Last Cap Gain -85.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.1M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.04
  • Inception Date Dec 31, 2013

The fund seeks to achieve its investment objective by investing primarily in the common stocks of U.S. companies that are experiencing or expected to experience growth opportunities. It may invest in companies of any market capitalization but the advisor expects to invest a significant portion of its assets in large capitalization companies. Stocks may be sold from the portfolio based on certain fundamental or technical criteria.

Catalyst Mutual Funds

Fund Family

Large Growth

Fund Category

3.1M

Net Assets

2013-12-31

Inception Date

Performance Overview: BUYIX

Trailing returns as of 11/3/2022. Category is Large Growth.

YTD Return

BUYIX
41.07%
Category
12.38%
 

1-Year Return

BUYIX
47.01%
Category
41.70%
 

3-Year Return

BUYIX
13.36%
Category
22.56%
 

5-Year Return

BUYIX
6.94%
Category
21.98%
 

Holdings: BUYIX

Top 10 Holdings (52.83% of Total Assets)

SymbolCompany% Assets
UNH
UnitedHealth Group Incorporated 6.41%
V
Visa Inc. 5.98%
AMZN
Amazon.com, Inc. 5.62%
AAPL
Apple Inc. 5.54%
CRWD
CrowdStrike Holdings, Inc. 5.41%
ADBE
Adobe Inc. 5.38%
ABBV
AbbVie Inc. 4.84%
GOOGL
Alphabet Inc. 4.80%
NVDA
NVIDIA Corporation 4.44%
WFC
Wells Fargo & Company 4.43%

Sector Weightings

SectorBUYIX
Technology   37.90%
Healthcare   11.62%
Industrials   4.26%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Related Mutual Fund News

Top Mutual Funds