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
2024
LSEG Lipper
Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States
Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Absolute Return Funds category.
2024
With Intelligence
Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States
Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Alternative Mutual Fund of the Year category.
2024
HedgeWeek
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Winner | United States
Catalyst/Millburn Hedge Strategy Fund (MBXIX) has been acknowledged for outstanding investment management in the Overall Managed Futures/CTA Fund of the Year: Over $500 Million category.
2024
Hedgeweek
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Winner | United States
Catalyst/Millburn Hedge Strategy Fund (MBXIX) has been acknowledged for outstanding investment management in the Managed Futures/CTA Fund of the Year category.
2023
Refinitiv Lipper
Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States
Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Absolute Return Funds category.
2023
Refinitiv Lipper
Catalyst Systematic Alpha Fund (ATRFX)
Winner | United States
Catalyst Systematic Alpha Fund (ATRFX) has been acknowledged for outstanding investment management in the Best Fund over 3 Years in the Absolute Return Funds category.
2022
Refinitiv Lipper
Catalyst Insider Income Fund (IIXIX)
Winner | United States
Catalyst Insider Income Fund (IIXIX) has been acknowledged for outstanding investment management in the Best Fund over 5 Years in the Short-Intermediate Investment-Grade Debt Funds category.
2021
Investors Choice
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
Investors Choice
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
Refinitiv Lipper
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
Refinitiv Lipper
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
Refinitiv Lipper
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
Refinitiv Lipper
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
Investors Choice
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
Thomson Reuters Lipper
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
Thomson Reuters Lipper
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.
2017
Fund Intelligence
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
Alternative Product of the Year
Thomson Reuters Lipper
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.
Fund Awards Methodology
FUND | AWARD | YEAR | CATEGORY | METHODOLOGY |
---|---|---|---|---|
ATRFX | LSEG Lipper Fund Awards | 2024 Winner United States | Best Fund over 5 Years Absolute Returns | Based on risk-adjusted performance for the five-year period ending 11/30/2023 out of 92 funds in the Absolute Return Category. |
ATFRX | With Intelligence | 2024 | Alternative Mutual Fund of the Year | “The mutual fund performance awards will be judged based on 2023 performance and flows. For the newcomer categories funds must be at least $25m in AUM, for the other categories funds must be at least $50m. Newcomer funds must have launched in 2023.” |
MBXIX | HedgeWeek’s 2024 Award | 2024 | Overall Managed Futures/CTA of the Year: Over $500 Million | “The selection data for the fund manager shortlists has been sourced from a variety of providers. Nominations for all categories are based on annualised performance over a 12-month period from June 1st 2023 to May 31st, 2024. Absolute performance and risk adjusted returns will be used to determine the final awards. Fund managers are required to have a minimum three year track record and to have their primary management company presence in North America. Managers in the sub $500m categories are required to have a minimum AUM of $100m on 31.5.24. Awards for the Fund of the Year and the sub $500m categories will be judged by our Investor Advisory Board and announced on the night. To find out more about this process, please contact: events@hedgeweek.com.” |
MBXIX | HedgeWeek’s 2024 Award | 2024 | Managed Futures/CTA Fund of the Year | “The selection data for the fund manager shortlists has been sourced from a variety of providers. Nominations for all categories are based on annualized performance over a 12-month period from June 1st 2023 to May 31st, 2024. Absolute performance and risk adjusted returns will be used to determine the final awards. Fund managers are required to have a minimum three year track record and to have their primary management company presence in North America. Managers in the sub $500m categories are required to have a minimum AUM of $100m on 31.5.24. Awards for the Fund of the Year and the sub $500m categories will be judged by our Investor Advisory Board and announced on the night. To find out more about this process, please contact: events@hedgeweek.com.” |
ATRFX | Refinitiv Lipper Fund Awards | 2023 Winner United States | Best Fund over 5 Years Absoulte Return Funds | For highest consistent return value among 115 and 105 funds for the three-year period and five-year period respectively ending 11/30/2022. |
ATRFX | Refinitiv Lipper Fund Awards | 2023 Winner United States | Best Fund over 3 Years Absoulte Return Funds | For highest consistent return value among 115 and 105 funds for the three-year period and five-year period respectively ending 11/30/2022. |
IIXIX | Refinitiv Lipper Fund Awards | 2023 Winner United States | Best Fund over 5 Years Short-Intermediate Investment-Grade Debt Funds | 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. |
20241212-4076115