Decidedly Different
We strive to provide innovative strategies to support financial advisors and their clients in meeting the investment challenges of an ever changing global market environment.
From our founding in 2006, Catalyst Mutual Funds set out to be decidedly different. We understood that the market did not need another traditional family of mutual funds. At Catalyst we endeavor to offer unique investment products to meet the needs of discerning financial advisors and their clients.
The foundation of our investment philosophy is built upon three key strategies:
Alternative/Hedged Strategies
Income-Oriented Strategies
Equity-Oriented Strategies
Our Leadership
Lifetime Awards
2021
Catalyst/Lyons Tactical Allocation Fund (CLTIX)
Americas Top Performers
Catalyst/Lyons Tactical Allocation Fund (CLTIX) has been acknowledged for outstanding investment management in the Best Fund under $100m – Equity category.
2020
Catalyst Enhanced Income Strategy Fund (EIXIX)
Americas Top Performers
Catalyst Enhanced Income Strategy Fund (EIXIX) has been acknowledged for outstanding investment management in the Credit Fund category.
2019
Catalyst/SMH Total Return Income Fund (TRIIX)
Best Mixed-Asset Target Allocation Moderate Fund
Over Three Years
The Catalyst/SMH Total Return Income Fund (TRIIX) won a 2019 Lipper Fund Award from Refinitiv for Best Mixed-Asset Target Allocation Moderate Fund for highest consistent return value among 514 funds for the three-year period ending 11/30/2018.
2019
The Catalyst/SMH High Income Fund (HIIIX)
Best High Yield Fund
Over Three Years
The Catalyst/SMH High Income Fund (HIIIX) won a 2019 Lipper Fund Award from Refinitiv for Best High Yield Fund for highest consistent return value among 560 funds for the three-year period ending 11/30/2018.
2019
Catalyst Enhanced Core Fund (OIPIX)
Best Alternative Event Driven Fund
Over Three Years
Catalyst Enhanced Core Fund (OIPIX) has received a 2019 Lipper Fund Award from Refinitiv as the Best Alternative Event Driven Fund for highest consistent return value out of 49 funds for the three-year period ending November 30, 2018.
2019
Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Flexible Portfolio Fund
Over Five Years
Catalyst/Lyons Tactical Allocation Fund (CLTAX) has received a 2019 Lipper Fund Award from Refinitiv as the Best Flexible Portfolio Fund out of 351 funds for the five-year period ending November 30, 2018.
2018
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Multi-Strategy Category
The Catalyst/Millburn Hedge Strategy Fund (MBXIX) won the Investors Choice Awards 2018 Americas in the category Multi-Strategy Fund.
2018
Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Fund Over Five Years
Flexible Portfolio Fund
Catalyst/Lyons Tactical Allocation Fund (CLTAX) has received a 2018 Lipper Fund Award as the Best Flexible Portfolio Fund out of 120 funds for the five years ending November 30, 2017.
2017
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Alternative Product of the Year
2017
Catalyst Dynamic Alpha Fund (CPEAX)
Best Fund Over Three Years
Multi-Cap Growth Fund
Catalyst Dynamic Alpha Fund (CPEAX) received a 2017 Lipper Fund Award for the Best Multi-Cap Growth Fund out of 155 funds over a 3-year period ending November, 30, 2016.
2016
Catalyst/Lyons Tactical Allocation Fund (CLTAX)
Best Fund Over Three Years
Flexible Portfolio Fund
The award is based on Effective Return among 133 peers for the 3-year period ending November 30, 2015.
Disclosure: The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. There is no assurance that the Fund will achieve its investment objective.
Disclosure: The awards are judged by a distinguished panel of institutional investors in funds and they take into account a set of qualitative criteria covering the investment process, risk management framework and depth of research team, as well as a set of quantitative performance measures including annualized returns, volatility and maximum drawdown. Please note the judging period is from January 1 2016 – December 31 2016.
Disclosure: Lipper Fund Classification Awards
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document on www.lipperalpha.financial.thomsonreuters.com.
Investors Choice Awards Methodology
All funds reporting to Allocator.com are considered for the awards.
There are two types of awards:
- The Top Performer Awards — these are granted to the select few funds, which have outperformed their wider peer group in each category. Winners are determined purely based on quantitative risk adjusted returns. For 2020 we have extended the time period under consideration to evaluate how managers navigated both 2019 and the Covid-19 related market turbulence in early 2020. The 2020 Top Performer award winners will be chosen based on absolute returns from January 1, 2019 to April 30, 2020. The Long-Term categories consider returns from January 2017 to April 2020.
- The Investors Choice’ Awards —For each category, the fund, which receives the highest qualitative scoring by the judges receives the prestigious award. Institutional investors from around the world score the Top Performers on a range of qualitative criteria including investment processes, risk framework, transparency, team, and ability to generate alpha. The judges review manager profiles on the Allocator.com portal and independently assign a score from 1 to 10 in each of the qualitative assessment areas for each fund.
